EPI is Pleased to Welcome 89 New Advisors to the CEPA Community

INTRODUCING THE NEWEST CERTIFIED EXIT PLANNING ADVISORS

[San Diego, California] EPI is Pleased to Welcome 89 New Advisors to the CEPA Community


CEPA San Diego|Class of 2020

Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community!

  • Jamal Abu-Shamala, CEPA, UBS Financial Services Inc. Minneapolis, Minnesota [read more]
  • Steven Alton, CEPA, Morgan Stanley, Syracuse, New York [read more]
  • Bijan Behboodi, CEPA, UBS Financial Services, Inc., Bellevue, Washington [read more]
  • Ryan Belmer, CEPA, UBS Financial Services Inc., San Diego, California [read more]
  • Geoffrey Berlin, CEPA, J.P. Morgan Private Bank, Los Angeles, Califronia [read more]
  • Daphne Boyle, CEPA, Sitzmann Morris & Lavis Insurance Agency, Lafayette, California [read more]
  • Brad Bruce, CEPA, Merrill Lynch, Fort Worth, Texas  [read more]
  • Bill Calvert, CEPA, Merrill Lynch [read more]
  • Blair Cannon, CEPA, UBS Financial Services, Inc., San Diego, California [read more]
  • Kaitlyn Carlson, CEPA, Civitas Financial, Louisville, Kentucky [read more]
  • Constance Carroll, CEPA, Pillar International Insurance Advisors, Seattle, Washington [read more]
  • Pamela Carter, CEPA, UBS Financial Services, Inc., Newport Beach, California [read more]
  • Jenny Chu, CEPA, Merrill Lynch, Los Angeles, California [read more]
  • Mike Coltharp, CEPA, Time Savers Insurance, Roseville, California [read more]
  • Michael Crawford, EnTrust Wealth Advisors, San Diego, California [read more]
  • Charles Daniel, CEPA, Merrill Lynch, Frisco, Texas [read more]
  • Corina Davis, CEPA, Merrill Lynch, Seattle, Washington [read more]
  • Grant DeVaul, CEPA, RBC Wealth Management, Los Angeles [read more]
  • Emily Dysart, CEPA, Merrill Lynch, San Diego, California [read more]
  • Kevin Entwistle, CEPA, UBS Financial Services, New York City, New York [read more]
  • Windus Fernandez Brinkkord, CEPA, Trilogy Financial Services, San Diego [read more]
  • Kristian Forster, CEPA, U.S. Bank Private Wealth Management, San Diego, California [read more]
  • Thomas Frank, CEPA, UBS Financial Services, Inc., Cincinnati, Ohio [read more]
  • Heather Fulton, CEPA, Fisher Investments, Camas, Washington [read more]
  • Andrew Galewski, CEPA, UBS Financial Services, Inc., La Jolla, California [read more]
  • Christina Gamache, CEPA, UBS Financial Services, Inc., Bellevue, Washington [read more]
  • Lawrence Gilroy, CEPA, Gilroy Kernan & Gilroy, New Hartford, New York [read more]
  • Carl Gordinier, CEPA, Merrill Lynch, Wayne, Pennsylvania [read more]
  • Brian Gray, CEPA, UBS Financial Services, Inc., Tampa, Florida [read more]
  • David Guenthner, CEPA, UBS Financial Services, Inc., Billings, Montana [read more]
  • Robert Hartinger, CEPA, Merrill Lynch Wealth Management, Raleigh, North Carolina [read more]
  • Brandon Hebert, CEPA, Modernize Wealth, Chandler, Arizona [read more]
  • Matthew Henry, CEPA, Haynie & Company, CPAs, Newport Beach, California [read more]
  • Rachel Holbrook, CEPA, UBS Financial Services, Inc., Boston, Massachusetts [read more]
  • Scott Hollaender, CEPA, UBS Financial Services, Inc., San Diego, California [read more]
  • Erich Holmes, CEPA, SunTrust Bank, Cleveland, Ohio [read more]
  • Andrew Horowitz, CEPA, Merrill Lynch, Centruy City, California [read more]
  • Daniel Hughes, CEPA, CEO and Advisory Coaching, Carlsbad, California [read more]
  • David Iaconis, CEPA, BeachFleischman PC, Tucson, Arizona [read more]
  • Vida Jatulis, CEPA, Summit Financial Consultants, Inc., Westlake Village, California [read more]
  • Ross Jones, CEPA, UBS Financial Services, Inc., Beaumont, Texas [read more]
  • Tim Krieg, CEPA, Reform Consulting, Inc., Edina, Minnesota [read more]
  • Rudolf Kruse, CEPA, Hauk Kruse & Associates, LLC, Creve Coeur, Missouri [read more]
  • Kimberly Lau, CEPA, Summit Financial Consultants, Inc., Thousand Oaks, California [read more]
  • Martin Leclerc, CEPA, PickWick Capital Partners, White Plains, New York [read more]
  • Michael Lehman, CEPA, Lehman Eger Group, Florham Park, New Jersey [read more]
  • Bryan Lieungh, CEPA, Merrill Lynch, Colorado Springs, Colorado [read more]
  • Heidi Lynn, CEPA, Bank of America, Newport Beach, California [read more]
  • Jason MacGregor, CEPA, Minich MacGregor Wealth Management, Saratoga Springs, New York [read more]
  • Brad Maienschein, CEPA, UBS Financial Services, Inc. [read more]
  • Dylan Marks, CEPA, Fisher Investments, Camas, Washington [read more]
  • Duncan McAllister, CEPA, UBS Financial Services, Inc., Bellevue, Washington [read more]
  • Shaun McChesney, CEPA, PayneWest Insurance, Missoula, Montana [read more]
  • Jeff McNerney, CEPA, Haynie & Company, CPAs, Newport Beach, California [read more]
  • John Miller, CEPA, Bank of America, Newport Beach, California [read more]
  • Jennie Mitchell, CEPA, Business Transition Advising, Wilsonville, Oregon [read more]
  • Amir Monsefi, CEPA, Merrill Lynch Wealth Management, Centruy City, California [read more]
  • Travis Musgrave, CEPA, Merrill Lynch Wealth Management, Lexington, Kentucky [read more]
  • Aaron Newland, CEPA, CIBC Private Wealth Management, Newport Beach, California [read more]
  • Peggy Northcott, CEPA, Capital Performance, St. Louis, Missouri [read more]
  • Graham O’Kelly, CEPA, RBC Wealth Management, Newport Beach, California [read more]
  • Alex Okugawa, CEPA, One Degree Advisors, San Diego, California [read more]
  • Prentice Parr Jr., CEPA, Merrill Lynch, Ontario, California [read more]
  • Pratik Patel, CEPA, UBS Financial Services, Inc., Las Vegas, Nevada [read more]
  • Monica Piepenkotter, CEPA, Merrill Lynch, La Jolla, California [read more]
  • Juan Ramirez, CEPA, Merrill Lynch, Woodland Hills, California [read more]
  • Sonya Ranker, CEPA, Questmont Strategic Wealth Advisors, Camp Hill, Pennsylvania [read more]
  • Dustin Rief, CEPA, UBS Financial Services, Inc. San Diego, California [read more]
  • Juan Ros, CEPA, Forum Financial Management, LP, Thousand Oaks, California [read more]
  • John Rumsey, CEPA, Merrill Lynch, Raleigh, North Carolina [read more]
  • Jason Sabaugh, CEPA, UBS Financial Services, Inc., Newport Beach, California [read more]
  • Wayne Slavitt, CEPA, The PrimeMark Group, Inc., Long Beach, California [read more]
  • Brian Sliwinski, CEPA, Merrill Lynch, New York City, New York [read more]
  • Steven Smith, CEPA, UBS Financial Services, Inc., Boston, Massachusetts [read more]
  • Justin Souter, CEPA, UBS Financial Services, Inc., San Diego, California [read more]
  • Michael Starratt, CEPA, Merrill Private Wealth, Los Angeles, California [read more]
  • Morgan Stone, CEPA, Stone Wealth Management, Austin, Texas [read more]
  • Andrew Sweetland, CEPA, UBS Financial Services Inc., Boston, Massachusetts [read more]
  • Callie Taylor, CEPA, Merrill Lynch Wealth Management [read more]
  • Larry Thomas, CEPA, UBS Financial Services Inc., Menlo Park, California [read more]
  • Janice Thompson, CEPA, One Degree Advisors, Inc., San Diego, California [read more]
  • Melissa Transier, CEPA, Merrill Lynch, Dallas, Texas [read more]
  • William Velasco Jr., CEPA, Merrill Lynch, Columbia, South Carolina [read more]
  • Shane Waarbroek, CEPA, Merrill Lynch, Los Angeles, California [read more]
  • Kalyn Walker, CEPA, UBS Financial Services Inc., San Diego, California [read more]
  • John Wilfong, CEPA, UBS Financial Services, Inc., Memphis, Tennessee [read more]
  • Charles Woldenberg, CEPA, Fairfield, Iowa [read more]
  • Drew Yancey, CEPA, Incite Performance Group, Fort Collins, Colorado [read more]
  • Salvatore Yodice, CEPA, Yodice & Company PC, Parsippany, New Jersey [read more]

We look forward to supporting all of you, alongside the entire CEPA network, as you change outcomes for the middle market!


The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To learn more, visit www.EarnCEPA.com.

More than a credentialing company.

“This Methodology is Going to Supercharge My Practice!” -Justin Goodbread, CEPA, CFP®

Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.

Exit planning is not just a plan (or a keyed-in report to print out for an owner). It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Good exit planning utilizes the Value Acceleration Methodology™ to move clients through discovery, prepare, and decide gates. Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project. [view the award-winning methodology]

“Why did I earn CEPA when I already had an exit planning designation? Simple, the network. The quality of the EPI advisor network is unmatched.” -Paul Meyer, CEPA, CBEC

Do you consider your COIs or your referral network as the #1 source for new business? Look no further for your next membership affiliation. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world. [find a CEPA in your area]

“As a CPA, nothing is more important than exit planning.” -Bill Kenedy, CPA/ABV, CFF, CEPA

Our founders paved the way for the organization we are today. In the past three years alone, EPI has grown by more than ten times. We support and enable thousands of professional advisors who are leading the way in their local marketplaces across the globe. We invite you to join the community and experience the EPI difference.

We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 900 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future. [explore the EPI history timeline snapshot]

“You want to have the best credential in the industry. So my advice is that you have to go with Exit Planning Institute.” -Vincent Mastrovito, CEPA, CBEC

Do you want help in an increasingly commoditized or over saturated marketplace? Do you want just another designation for your business card or do you want the credentialing education that helps you adapt and thrive in a rapidly changing industry? You’ve come to the right place.

The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen different professional disciplines. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. [connect with us today]

Explore the unmatched professional development experience and gain your next competitive edge in 2020.

The Certified Exit Planning Advisor (CEPA) Program is the most widely endorsed and accepted exit planning designation in the marketplace today. Experience the EPI difference and determine if earning the CEPA designation is the next strategic move for you to reinvent yourself in a changing marketplace. Visit www.EarnCEPA.com today.