EPI is Pleased to Welcome 167 New Advisors to the CEPA Community

INTRODUCING THE NEWEST CERTIFIED EXIT PLANNING ADVISORS

EPI is Pleased to Welcome 167 New Advisors to the CEPA Community


EPI Masterclass


January Class of 2021

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

  • Susan Alvanos, CEPA, Ameriprise Financial, Agawam, MA [read more]
  • Mike Andrews, CEPA, Assante, London, ON [read more]
  • Ricardo Armijo, CEPA, Raymond James, Rochester Hills, MI [read more]
  • Mike Auger, CEPA, Commonwealth Financial Group, Boston, MA [read more]
  • Sean Barrett, CEPA, Business Exit Navigatgors, San Diego, CA [read more]
  • Tom Bartos, CEPA, FocusCFO, Pittsburgh, PA [read more]
  • Gil Bean, CEPA, InFlow Advisory, Mays Landing, NJ [read more]
  • Warren Bergen, CEPA, AVAC Ltd, Sherwood Park, AB [read more]
  • Forest Bookman, CEPA, FocusCFO, Chagrin Falls, OH [read more]
  • Matthew Borchardt, CEPA, CLA, MINNETRISTA, FL [read more]
  • Ian Borman, CEPA, Rice Financial Group, Wilsonville, OR [read more]
  • Sarah Bothner, CEPA, UBS Financial Services, Inc., Washington, DC [read more]
  • Mark Boutros, CEPA, Morgan Stanley, New Brunswick, NJ [read more]
  • Dan Bowdey, CEPA, FocalPoint Business Coaching & Training, Boulder, CO [read more]
  • Nathan Brinkman, CEPA, Triumph Wealth Management, LLC, Madison, WI [read more]
  • Jennifer Brooks, CEPA, PNC, Grayslake, IL [read more]
  • Anthony Cadieux, CEPA, Grandview Advisors of Raymond James, Charlotte, NC [read more]
  • Carrie Cannon, CEPA, UBS, Conshohocken, PA [read more]
  • Mark Carlson, CEPA, AVAC Group, CALGARY, AB [read more]
  • Brian Carney, CEPA, RiversEdge Advisors, Hockessin, DE [read more]
  • Justin Carpenito, CEPA, Morgan Stanley, Seattle, WA [read more]
  • Brandon Chase, CEPA, Beacon Hill Wealth Services of Raymond James, Fort Worth, TX [read more]
  • Anthony Citrolo, CEPA, The NYBB Group LLC, Old Bethpage, NY [read more]
  • Rochelle Clarke, CEPA, Succession Strength, Concord, Noord-Holland [read more]
  • Stephen Coskran, CEPA, Annual Insights, Minneapolis, MN [read more]
  • Daniel Crowe, CEPA, Merrill Lynch, Raymore, MO [read more]
  • Daniel D’Alberto, CEPA, D’Alberto, Graham & Grimsley, West Columbia, SC [read more]
  • Lee Daniels, CEPA, White Rhino Business, Cypress, TX [read more]
  • Walker Deibel, CEPA, Quiet Light Brokerage, St. Louis, MO [read more]
  • David Delap, CEPA, Delap LLP, Milwaukie, OR [read more]
  • Martin DesLauriers, CEPA, UBS Financial Services, Sioux Falls, SD [read more]
  • Isaiah Douglass, CEPA, Vincere Wealth Management, LLC, Indianapolis, IN [read more]
  • Maria Duey, CEPA, Leonine Advisory, Bloomfield Hills, MI [read more]
  • Yelena Edelstein, CEPA, Blackmore Partners, Northfield, IL [read more]
  • Jim Fair, CEPA, UBS Financial, Winchester, MA [read more]
  • Jeff Farrington, CEPA, FocusCFO, Utica, MI [read more]
  • Armando Feighl, CEPA, City National Bank, Laguna Niguel, CA [read more]
  • Curtis Fessler, CEPA, Regions Bank, Houston, TX [read more]
  • John Fieberg, CEPA, Edward Jones, San Diego, CA [read more]
  • Shelley Forsythe, CEPA, CIBC Private Wealth Management, Port Moody, BC [read more]
  • Amie Fox, CEPA, Skylight Financial Group, Cleveland, OH [read more]
  • Sharon Frank, CEPA, Merrill Lynch, Columbus, OH [read more]
  • Mark Frey, CEPA, Mark C. Frey and Associates L.L.C., Louisville, KY [read more]
  • Neil Fujita, CEPA, RBC Wealth Management, Rancho Palos Verdes, CA [read more]
  • John Gaynor, CEPA, Raymond James, Rochester, MI [read more]
  • Noreen Gillen, CEPA, Merrill Lynch, Woodside, NY [read more]
  • Alex Gilman, CEPA, UBS Financial Services, Inc., New York, NY [read more]
  • Jeffrey Goering, CEPA, GOEplan Financial Group, Telford, PA [read more]
  • Charles Goetz, CEPA, Holvick & Associates, Grand Blanc, MI [read more]
  • Cam Goodwin, CEPA, HawsGoodwin Wealth, Franklin, TN [read more]
  • Angela Grabovsky, CEPA, Impact Financial Group, Indianapolis, IN [read more]
  • David Green, CEPA, FocusCFO, Powell, OH [read more]
  • Kevin Hammer, CEPA, Merrill Lynch, Pensacola, FL [read more]
  • Jeremy Harness, CEPA, MassMutual, Ballwin, MO [read more]
  • Matt Haske, CEPA, Financial Designs, Forest, VA [read more]
  • Paul Heath, CEPA, University of Iowa, Coralville, IA [read more]
  • Richard Houston, CEPA, Fifth Third Private Bank, Charlotte, NC [read more]
  • Jason Howell, CEPA, Above the Line Certified Public Accountants, PC, Gillette, WY [read more]
  • Jonathan Hughes, CEPA, CLA, Bridgewater, MA [read more]
  • Richard Hynes, CEPA, Merrill Lynch, Lakewood Ranch, FL [read more]
  • Laurie Ingwersen, CEPA, The Harvest Group Wealth Management, Waltham, MA [read more]
  • Anna Irving, CEPA, SME People Ltd, Auckland, Auckland [read more]
  • David Jacobs, CEPA, Link Business – Silicon Valley, Menlo Park, CA [read more]
  • Cheryl Jankowski, CEPA, Lumsden & McCormick LLP, Hamburg, NY [read more]
  • Brock Jolly, CEPA, Veritas Financial, ARLINGTON, VA [read more]
  • Laura Khorshid, CEPA, Merrill Lynch, Century City, CA [read more]
  • Suk-Ja Kim, CEPA, BB&T now Truist, Clifton, VA [read more]
  • Jamin King, CEPA, Merrill Lynch, Aiken, SC [read more]
  • Benjamin Klein, CEPA, Merrill Lynch, Northbrook, IL [read more]
  • James Kramer, CEPA, Kramer Financial, St Cloud, MN [read more]
  • James Kuipers, CEPA, All Solutions MI, LLC, Grand Rapids, MI [read more]
  • Gregg Larson, CEPA, Ameriprise Financial Services, Inc., Spokane, WA [read more]
  • Lisa Ligas, CEPA, Wilmington Trust, Newport Beach, CA [read more]
  • John Low, CEPA, Merrill Lynch, Bloomfield Hills, MI [read more]
  • Grant Marsh, CEPA, Marsh, Stone, Huang & Associates, Vienna, VA [read more]
  • John Marsh, CEPA, Bristol Group, Atlanta, GA [read more]
  • Joseph Marus, CEPA, Merrill Lynch, Greensboro, NC [read more]
  • Brian Matter, CEPA, CCMI, San Diego, CA [read more]
  • Lesli Matukaitis, CEPA, FocusCFO and Funk Financial, Livonia, MI [read more]
  • Mitch McCann, CEPA, McCann Retirement Strategies, Bloomfield Hills, MI [read more]
  • Donald McElroy, CEPA, Raymond James, Seminole, FL [read more]
  • John McGourty, CEPA, CFG / MassMutual, Westborough, MA [read more]
  • John McIntyre, CEPA, Gearty & McIntyre, LLP, Florham Park, NJ [read more]
  • Joshua Meltzer, CEPA, Diversified Business Advisors, LLC, Arlington, MA [read more]
  • Dana Menard, CEPA, Twin Cities Wealth Strategies, Inc., Maple Grove, MN [read more]
  • Peter Mendall, CEPA, Mendall Financial Group, LLC, Augusta, ME [read more]
  • Ross Menke, CEPA, Mariner Wealth Advisors, Sioux Falls, SD [read more]
  • Samantha Metcalf, CEPA, CliftonLarsonAllen (CLA), WI [read more]
  • Arkady Milgram, CEPA, Milgram Financial and Services, LLC, CA [read more]
  • Anita Miller, CEPA, Ameriprise Financial Advisors, LLC, Abilene, KS [read more]
  • Derek Miller, CEPA, Feldmeyer Financial Group, Dayton, OH [read more]
  • Glen Milligan, CEPA, Raymond James, Birmingham, MI [read more]
  • Leland Mindnich, CEPA, Mohamed-Merola Wealth Management, Boston, MA [read more]
  • Branden Minuth, CEPA, Merrill Lynch, Midland, MI [read more]
  • Kent Mitchell, CEPA, Venturi Private Wealth, The Hills, TX [read more]
  • Bryan Monteverde, CEPA, Divorce Outcomes LLC, Portsmouth, NH [read more]
  • Ryan Neupaver, CEPA, Santori & Peters Inc., Monroeville, PA [read more]
  • Victor Ng, CEPA, Merrill Lynch, San Diego, CA [read more]
  • David Ogburn, CEPA, BNY Mellon, Alamo, CA [read more]
  • Sharon Olson, CEPA, Olson Wealth Group, Bloomington, MN [read more]
  • Amber Ortiz, CEPA, City National Bank, Santa Barbara, CA [read more]
  • Donald Page, CEPA, Merrill Lynch, Rockville, MD [read more]
  • Mark Painter, CEPA, EverGuide Financial Group, Westfield, NJ [read more]
  • Kristen Palazeti, CEPA, Merrill Lynch, Bloomfield Hills, MI [read more]
  • Bob Palmerton, CEPA, FocusCFO, Saline, MI [read more]
  • Heather Parbst, CEPA, Velocity Advisory Group, Gainesville, FL [read more]
  • Daniel Paris, CEPA, Bank of America Private Bank, Boston, MA [read more]
  • Justin Parker, CEPA, MidWestOne Bank, Minnetonka, MN [read more]
  • Jeff Peller, CEPA, 4REAL Growth Partners, LLC, Alpharetta, GA [read more]
  • Nicholas Penido, CEPA, Busola Group, Phoenix, AZ [read more]
  • Robert Peters, CEPA, Merrill Lynch, Laguna Beach, CA [read more]
  • Michael Philipp, CEPA, Philipp Exit Planning LLC, Grand Junction, CO [read more]
  • Nicholas Pihl, CEPA, Pihl Financial Planning, Milwaukie, OR [read more]
  • Greg Popera, CEPA, POH Merrill Private Wealth Management, Tysons, MD [read more]
  • Larry Prutch, CEPA, RBC, Rolling Hills Estates, CA [read more]
  • Andy Pulianda, CEPA, Panjaea LLC, Flower Mound, TX [read more]
  • Gerald Radican, CEPA, Veritas Financial, Lansdowne, VA [read more]
  • Vinil Ramchandran, CEPA, Dream Business Brokers, Long Beach, CA [read more]
  • Homer Ramirez, CEPA, JP Morgan Wealth Management, Rockwall, TX [read more]
  • Drake Richey, CEPA, Bush and Company, Boston, MA [read more]
  • Bridget Riley, CEPA, Riley Higgins & Associates, LLC, Scottsdale, AZ [read more]
  • Robert Rosario, CEPA, Smoak, Davis & Nixon LLP, Ponte Vedra, FL [read more]
  • Avigail Rosemore, CEPA, Morgan Stanley, Pikesville, MD [read more]
  • Bryant Ruano, CEPA, Coastal Wealth, Miami, FL [read more]
  • Mark Rust, CEPA, FocusCFO, Pittsburgh, PA [read more]
  • John Schwalbach, CEPA, Freedom Financial Partners, Oakdale, WI [read more]
  • Bhadresh Shah, CEPA, UBS, Pasadena, CA [read more]
  • David Shapiro, CEPA, Clifton Larson Allen, St. Louis Park, MN [read more]
  • John Shaw, Merrill Lynch, San Francisco, UT [read more]
  • Jared Siegel, CEPA, Delap LLP & Delap Wealth Advisory, Lake Oswego, OR [read more]
  • Mark Sirkin, CEPA, Sirkin Advisors, White Plains, US [read more]
  • Bryant Smith, CEPA, Multi-Funds, Sewickley, PA [read more]
  • Larry Smith, CEPA, Divorce Outcomes LLC, Waltham, MA [read more]
  • Kevin Snead, CEPA, UBS Financial Services, Inc., New Albany, OH [read more]
  • Harry Sommers, CEPA, HighTowerOmaha, Omaha, NE [read more]
  • Corey Steadman, CEPA, Raymond James & Assoc, Tampa, FL [read more]
  • Steve Stevens, CEPA, Westpoint Financial Group, Indianapolis, IN [read more]
  • Skyler Stokes, CEPA, Aloha Wealth Partners, Encinitas, CA [read more]
  • Chris Struckhoff, CEPA, Lionheart Capital Management LLC, Corona, CA [read more]
  • Jeremy Suarez, CEPA, Tomoro, Colts Neck, NJ [read more]
  • Daniel Toaz, CEPA, PNC Wealth Management, Columbus, OH [read more]
  • Aaron Tomita, CEPA, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Omaha, NB [read more]
  • Michael Torrey, CEPA, TNT Financial Services, LLC, Fairfax, VA [read more]
  • Benjamin Tsai, CEPA, Nexus Community Partners, St Paul, MN [read more]
  • Stephanie Tsang, CEPA, North Star Resource Group, Scottsdale, AZ [read more]
  • Parsa Vahid, CEPA, Strandlife Financial Group, Lake Forest, CA [read more]
  • William VanCanagan, CEPA, Datsopoulos, MacDonald & Lind, PC, Missoula, MT [read more]
  • Ben VerWys, CEPA, Fiduciary Financial Advisors, Grand Rapids, MI [read more]
  • Christian Vienneau, CEPA, TD Asset Management, Edmonton, Alberta [read more]
  • Cengiz Volkan, CEPA, RBC Wealth Management, Rolling Hills Estates, CA [read more]
  • David Walinder, CEPA, Edward Jones, Andrews, TX [read more]
  • Michael Wegener, CEPA, Raymond James & Associates, Inc., Bay City, MI [read more]
  • Aron Weingard, CEPA, Weingard Wealth Management of Raymond James, Fort Lauderdale, FL [read more]
  • Howard Weiss, CEPA, Bank of America, Naples, FL [read more]
  • Sean Wenham, CEPA, MidWestOne Bank, Golden Valley, MN [read more]
  • Matt West, CEPA, Raymond James, Colorado Springs, CO [read more]
  • Linnea Westlake, CEPA, Linnea Westlake Advisory, Inc. dba Transworld Business Advisors San Diego North, San Diego, CA [read more]
  • Philip Whitman, CEPA, C Suite IMPACT Deal Makers, Morganville, NJ [read more]
  • Gary Woolman, CEPA, Woolman Financial Group, LLC, Fort Wayne, IN [read more]
  • Carmen Wright, CEPA, EntreLegacy Group, Mishawaka, IN [read more]
  • Rachael Wyatt, CEPA, Venturi Private Wealth, Austin, TX [read more]
  • Cory Youngs, CEPA, Peoples Bank, Mason, OH [read more]
  • Joel Youngs, CEPA, Eastern Iowa SBDC, Davenport, IA [read more]
  • Kevin Zeyen, CEPA, Mass Mutual, Indianapolis, IN [read more]
  • Robert Zirker, CEPA, Skylight Financial Group, Bowling Green, OH [read more]
  • Kurt Zuch, CEPA, Trinity Private Holdings, LLC, Dallas, TX [read more]
  • Jeffrey Zurek, CEPA, Raymond James & Associates, Tampa, FL [read more]

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


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