Looking for a CEPA in your area? Scroll through the listings or use the buttons to jump straight to your preferred region.
SEARCH DIRECTORY
Succeed at exit & succession planning with a CEPA in your area.
U.S. STATES: A-H
US States: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii
Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: Alaska; Arkansas.
Contact EPI Headquarters for assistance and recommendations.
Alabama
Name |
Firm |
City |
ST |
Learn More |
| Hanny Akl | Warren Averett LLC | Birmingham | AL | Learn More |
| Jeremiah Moreland | MST CPAs & Advisors, LLC | Montgomery | AL | Learn More |
| Howard Neiswender | Sirote & Permutt | Birmingham | AL | Learn More |
| Gunter Price | McDaniel & Associates PC | Dothan | AL | Learn More |
| Barry Rhea | Sunburst Financial | Vestavia Hills | AL | Learn More |
Arizona
Name |
Firm |
City |
ST |
Learn More |
| Ed Barkel | Lewis Roca Rothgerber Christie | Phoenix | AZ | Learn More |
| Linda H. Bowers | Arizona Bank & Trust | Phoenix | AZ | Learn More |
| Roger Burton | Wells Fargo Advisors | Mesa | AZ | Learn More |
| John Chichester | TrustBank | Phoenix | AZ | Learn More |
| Kurt Cretors | Optimized Business Transitions | Scottsdale | AZ | Learn More |
| Kimberle Dyer | Keystone Capital Management Group | Glendale | AZ | Learn More |
| Joseph Evers | Evers Robinson Ltd | Phoenix | AZ | Learn More |
| John House | MasterTech Financial Advisors | Scottsdale | AZ | Learn More |
| John Kelly | Integrated Financial Group | Phoenix | AZ | Learn More |
| Norm Lemus | UBS Financial Services, Inc. | Phoenix | AZ | Learn More |
| John Levin | Levin Funding Group | Tucson | AZ | Learn More |
| Jason Morgan | SBIS | Waddell | AZ | Learn More |
| John Pettee | Charles Schwab | Phoenix | AZ | Learn More |
| Sarah Whitmore | UBS Financial Services, Inc. | Phoenix | AZ | Learn More |
| Rick Wilcox | Point North Advisors, LLC | Scottsdale | AZ | Learn More |
California
Name |
Firm |
City |
ST |
Learn More |
| Richard Andryc | UBS Financial Services, Inc. | San Diego | CA | Learn More |
| Sean Anthony | U.S. Trust | San Diego | CA | Learn More |
| Kirk Badii | UBS Financial Services, Inc. | Los Angeles | CA | Learn More |
| Fredric Berger | Exit Planning Pros | Oceanside | CA | Learn More |
| Ronald Berryman | Berryman & Company | San Dimas | CA | Learn More |
| Chaim Borevitz | Abrams Valuation Group, Inc | North Hollywood | CA | Learn More |
| Janette Brooks | Wells Fargo Private Bank | San Francisco | CA | Learn More |
| Ryan J. Clark | The Veld Group | Los Angeles | CA | Learn More |
| Felicia Corbett | Woodbury Financial | Carlsbad | CA | Learn More |
| Kelli Cox | CGC Accountants & Advisors | Palm Desert | CA | Learn More |
| Charles Curto | Tech Coast Equity Solutions | Irvine | CA | Learn More |
| Richard Davis Lowell | BNY Mellon Wealth Management | San Francisco | CA | Learn More |
| Steve DeMatteo | UBS Financial Services, Inc. | San Diego | CA | Learn More |
| Brian Donaldson | UBS Financial Services, Inc. | La Jolla | CA | Learn More |
| Luke Ervin | UBS Financial Services, Inc. | San Diego | CA | Learn More |
| Jason Ezzell | The Ezzell-Conklin Group | Folsom | CA | Learn More |
| Terrie Firestone | BNY Mellon Wealth Management | Menlo Park | CA | Learn More |
| David Fox | SVA Value Accelerators | San Francisco | CA | Learn More |
| Bruce Frankel | Eckhoff Wealth Management, LLC | San Rafael | CA | Learn More |
| Robert Green | RGG Advisors LLC | Napa | CA | Learn More |
| Rich Gunn | BPM LLP | San Francisco | CA | Learn More |
| Jeffrey Hackett | UBS Financial Services, Inc. | San Diego | CA | Learn More |
| Matt Hansen | UBS Financial Services, Inc. | San Diego | CA | Learn More |
| Carl Hattermann | UBS Financial Services, Inc. | Tustin | CA | Learn More |
| Bryce Herman | UBS Financial Services, Inc. | San Diego | CA | Learn More |
| Gunther Hofmann | Armanino LLP | San Francisco | CA | Learn More |
| Mark Jamison | BNY Mellon Wealth Management | Redwood City | CA | Learn More |
| James Junio | Junio & Taylor APC | Long Beach | CA | Learn More |
| Irving Katz | Katz Financial, LLC | San Clemente | CA | Learn More |
| RJ Kelly | Wealth Legacy Group, Inc. | San Diego | CA | Learn More |
| Howard Kern | UBS Financial Services, Inc. | Beverly Hills | CA | Learn More |
| Thomas J. Krumenacker | UBS Financial Services, Inc. | San Diego | CA | Learn More |
| Chris Kurdziel | UBS Financial Services, Inc. | La Jolla | CA | Learn More |
| Paul Kyrimis | Legacy Gobal Strategies | San Diego | CA | Learn More |
| Stephen LaFata | UBS Financial Services, Inc. | La Jolla | CA | Learn More |
| Andrew Low | BNY Mellon Wealth Management | Newport Beach | CA | Learn More |
| Thomas Mahoney | UBS Financial Services, Inc. | Santa Monica | CA | Learn More |
| Chris Marsh | UBS Financial Services, Inc. | La Jolla | CA | Learn More |
| Annette Mason | Trilogy Design Works | Solana Beach | CA | Learn More |
| Adam Mazzaro | BNY Mellon Wealth Management | San Francisco | CA | Learn More |
| Tim McDonald | The Leland Group | Fallbrook | CA | Learn More |
| Jasmine Menard-Lenczewski | BPM LLP | San Francisco | CA | Learn More |
| Jeremy Miller | Wells Fargo | San Francisco | CA | Learn More |
| Robert Mourad | UBS Financial Services, Inc. | Beverly Hills | CA | Learn More |
| Drew Nordlicht | HighTower Advisors | San Diego | CA | Learn More |
| Ayse Ozkan | U.S. Trust | San Diego | CA | Learn More |
| Greg Paffendorf | UBS Financial Services, Inc. | Rancho Santa Fe | CA | Learn More |
| Peter Paik | UBS Financial Services, Inc. | Brea | CA | Learn More |
| Carl Pinkard | Aldrich Wealth | Carlsbad | CA | Learn More |
| Barry Porter | UBS Financial Services, Inc. | Newport Beach | CA | Learn More |
| Chris Radici | UBS Financial Services, Inc. | La Jolla | CA | Learn More |
| Michael Rodman | Best Practices of America | San Diego | CA | Learn More |
| David Rosenthal | UBS Financial Services, Inc. | San Francisco | CA | Learn More |
| Lamar Rutherford | Exit Consulting Group | Coronado | CA | Learn More |
| Joe Sands | Corporate Finance Associates | Irvine | CA | Learn More |
| Joe Seetoo | Morton Capital | Calabasas | CA | Learn More |
| Peter Sieffert | Incendia Group | Carlsbad | CA | Learn More |
| Kevin Sierzant | BNY Mellon Wealth Management | Long Beach | CA | Learn More |
| Melisa Silverman | Avenue M Advisors, Inc. | Tarzana | CA | Learn More |
| Bryan Sonderby | The Crestwell Group | Rancho Santa Fe | CA | Learn More |
| Scott Sporrer | n/a | Carlsbad | CA | Learn More |
| Joseph Strazzeri | The Founders Group | San Diego | CA | Learn More |
| Jeanne Taylor | Aldrich CPAs & Advisors LLP | Carlsbad | CA | Learn More |
| Dan Valente | LPL Financial | San Diego | CA | Learn More |
| John Vance | Vance Wealth | Valencia | CA | Learn More |
| Leigh Wasson | BNY Mellon Wealth Management | San Francisco | CA | Learn More |
| Michael Wildeveld | The Veld Group | Los Angeles | CA | Learn More |
| John Willis | UBS Financial Services, Inc. | San Diego | CA | Learn More |
| Brian Young | UBS Financial Services, Inc. | San Diego | CA | Learn More |
| John Zaal | Nyhart | San Diego | CA | Learn More |
Colorado
Name |
Firm |
City |
ST |
Learn More |
| Jeff Barker | Anton Collins Mitchell, LLP | Denver | CO | Learn More |
| Sheryl Brake | Encompass Transition Solutions LLC | Windsor | CO | Learn More |
| Donnie DeYoung | UBS Financial Services, Inc. | Colorado Springs | CO | Learn More |
| Bobby Hancock | 5H Capital, LLC | Colorado Springs | CO | Learn More |
| Sean Hutchinson | SVA Value Accelerators | Castle Rock | CO | Learn More |
| Angela Lund | Self Employed | Fort Collins | CO | Learn More |
| Brian O’Neil | BNY Mellon Wealth Management | Denver | CO | Learn More |
| Scott Pann | UBS Financial Services, Inc. | Colorado Springs | CO | Learn More |
| Bob Roark | RS Asset Management | Colorado Springs | CO | Learn More |
| Steven Schlagel | Steven D Schlagel CPA PC | Durango | CO | Learn More |
| Jon Underkofler | Bernstein Private Wealth Management | Denver | CO | Learn More |
Connecticut
Name |
Firm |
City |
ST |
Learn More |
| Alex Demetrio | UBS Financial Services, Inc. | New London | CT | Learn More |
| David Fasi | UBS Financial Services, Inc. | Hartford | CT | Learn More |
| James Fasi | UBS Financial Services, Inc. | Hartford | CT | Learn More |
| Bill Lewis | UBS Financial Services, Inc. | Stamford | CT | Learn More |
| Thomas Mantione | UBS Financial Services, Inc. | Ridgefield | CT | Learn More |
| Greg Merrill | UBS Financial Services, Inc. | Stamford | CT | Learn More |
| Steven Prigionieri | Nicola, Yester & Co, PC | Glastonbury | CT | Learn More |
| Paul Sapiro | UBS Financial Services, Inc. | Litchfield | CT | Learn More |
| Andrew Shantz | UBS Financial Services, Inc. | Fairfield | CT | Learn More |
Delaware
Name |
Firm |
City |
ST |
Learn More |
| Thomas Gogarty | Thomas P. Gogarty Jr CPA | Dagsboro | DE | Learn More |
Florida
Name |
Firm |
City |
ST |
Learn More |
| Peter Allport | Florida Capital Advisors | Orlando | FL | Learn More |
| Mauricio Alvarez | UBS Financial Services, Inc. | Ponte Vedra | FL | Learn More |
| Edgar Collado | Tobias Financial Advisors | Plantation | FL | Learn More |
| Christopher Dunne | UBS Financial Services, Inc. | Ponte Vedra | FL | Learn More |
| Ghislain Gouraige Jr. | UBS Financial Services, Inc. | Coral Gables | FL | Learn More |
| Warland Griffith III | SVA Value Accelerators | Miami | FL | Learn More |
| John Haas | Morgan Stanley | Stuart | FL | Learn More |
| Cathy Hagan | Florida Small Business Development Center in Unive | Jacksonville | FL | Learn More |
| Kenneth Hamner | The Entrepreneur Law Center, PL | Orlando | FL | Learn More |
| Jeffrey Hogue | UBS Financial Services, Inc. | Gainesville | FL | Learn More |
| Samantha Hopkins | UBS Financial Services, Inc. | Lakeland | FL | Learn More |
| Jason Hughes | UBS Financial Services, Inc. | Sarasota | FL | Learn More |
| Kyle Mooney | Exit Advisor’s | Jacksonville | FL | Learn More |
| Chuck Owston | Florida Capital Bank | Orlando | FL | Learn More |
| Regina Premil | Eavenson, Fraser, Lunsford & Ivan | Saint Augustine | FL | Learn More |
| Claudio Ravinet | UBS Financial Services, Inc. | Coral Gables | FL | Learn More |
| Matt Shafer | Morgan Stanley | Boca Raton | FL | Learn More |
| Jay Simecek | MyBizAgenda | St. Augustine | FL | Learn More |
| Jeff Strouse | UBS Financial Services, Inc. | Tampa | FL | Learn More |
| Don Wiggins | Heritage Capital Group | Jacksonville | FL | Learn More |
| David Wisehaupt | HighTower Advisors | Palm Beach Gardens | FL | Learn More |
| Mazal Yehezkely | BNY Mellon Wealth Management | Miami | FL | Learn More |
| Alan Zinkin | EisnerAmper LLP | Miami | FL | Learn More |
Georgia
Name |
Firm |
City |
ST |
Learn More |
| Philip Beatty | SignatureFd | Atlanta | GA | Learn More |
| Stephen Capizzi | Apex Exit Advisors | Alpharetta | GA | Learn More |
| Justin Gladieux | Nationwide Insurance | Atlanta | GA | Learn More |
| Rebecca Glasgow | UBS Financial Services, Inc. | Atlanta | GA | Learn More |
| Ron Green | Merrill Lynch | Milton | GA | Learn More |
| Glenn Keen | Keen & Company | Alpharetta | GA | Learn More |
| Wiliam Keen | Keen Advisor Group | Alpharetta | GA | Learn More |
| Jon LeDoyen | UBS Financial Services, Inc. | Atlanta | GA | Learn More |
| William Lee | Applied Economics | Smyrna | GA | Learn More |
| Bruce McFadden | Carr, Riggs & Ingram | Atlanta | GA | Learn More |
| Gina Miller | Bennett Thrasher | Sandy Springs | GA | Learn More |
| Jeremy Mykulak | UBS Financial Services, Inc. | Atlanta | GA | Learn More |
| Jeff Plank | HLB Gross Collins | Atlanta | GA | Learn More |
| Christina Rebel-Otterbach | CRO Management Consulting LLC | Peachtree Corners | GA | Learn More |
| Curt Rubinas | UBS Financial Services, Inc. | Atlanta | GA | Learn More |
| Gary Rzucidlo | BNY Mellon Wealth Management | Marietta | GA | Learn More |
| Tim Sheehan | BNY Mellon Wealth Management | Atlanta | GA | Learn More |
| Robert Strickland | Shaffer Wealth Management | Alpharetta | GA | Learn More |
| Michael Tarrant | Integrated Financial Group | Atlanta | GA | Learn More |
| Lewis Walker | Life Transitions Advisors LLC | Peachtree Corners | GA | Learn More |
| Laura Wellon | UBS Financial Services, Inc. | Norcross | GA | Learn More |
Hawaii
Name |
Firm |
City |
ST |
Learn More |
| Geal Talbert | UBS Financial Services, Inc. | Honolulu | HI | Learn More |
U.S. STATES: I-M
US States: Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana
Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: Mississippi.
Contact EPI Headquarters for assistance and recommendations.
Idaho
Name |
Firm |
City |
ST |
Learn More |
| Jeanine Barkan | PoleStar Entrepreneurial Group | Boise | ID | Learn More |
| Matthew Eells | UNI Investors Inc. | Boise | ID | Learn More |
| Denise Hanson-LaFever | Strategic M&A | Eagle | ID | Learn More |
| Steve Neighbors | Strategic & Operational Solutions, Inc. | Boise | ID | Learn More |
Illinois
Name |
Firm |
City |
ST |
Learn More |
| Nancy Anderson | BNY Mellon Wealth Management | Chicago | IL | Learn More |
| Rick Bastian | Blackhawk Bank | Rockford | IL | Learn More |
| Craig Farmer | Farmer, Poklop, Hoppa CPAs | Lake Zurich | IL | Learn More |
| C. Matthew Geesman | UBS Financial Services, Inc. | Chicago | IL | Learn More |
| Barry Goodman | SVA Value Accelerators | Chicago | IL | Learn More |
| Roy Gray | Merrill Lynch | Swansea | IL | Learn More |
| Glen Hampton | Equilibrium IT Solutions, Inc. | Chicago | IL | Learn More |
| Mary Hoffer | DHJJ | Naperville | IL | Learn More |
| Jacob Hong | Archford Capital Strategies | Caseyville | IL | Learn More |
| Robert Legan | Whitnell | Western Springs | IL | Learn More |
| Kim Liva | PNC Bank, NA | Oak Brook | IL | Learn More |
| Jennifer Lucas | BNY Mellon Wealth Management | Chicago | IL | Learn More |
| James Maher | Archford Capital Strategies | Swansea | IL | Learn More |
| Lisa Mullaney | BNY Mellon Wealth Management | Chicago | IL | Learn More |
| Linda Nayder | LA Nayder Enterprises Inc. | Naperville | IL | Learn More |
| Peter Paolilli | BNY Mellon Wealth Management | Naperville | IL | Learn More |
| Scott Sandee | BNY Mellon Wealth Management | Chicago | IL | Learn More |
| James Scherzinger | Cray, Kaiser Ltd. | Oakbrook Terrace | IL | Learn More |
| Mike Sedlak | Golden Trail Advisers LLC | Orland Park | IL | Learn More |
| Todd Sivia | Sivia Business & Legal Services PC | Edwardsville | IL | Learn More |
| Jeffrey Smiejek | Porte Brown LLC | Elk Grove Village | IL | Learn More |
| Brett Spencer | D3 Financial Counselors | Chicago | IL | Learn More |
| Jacob Taylor | Busey Trust Company | Urbana | IL | Learn More |
| Patrick Thompson | UBS Financial Services, Inc. | Northbrook | IL | Learn More |
| Deidre Waltz | UBS Financial Services, Inc. | Oakbrook | IL | Learn More |
| Frank Washelesky | Ostrow Reisin Berk & Abrams, Ltd. | Chicago | IL | Learn More |
| Nate Wasson | Capital Group | Hinsdale | IL | Learn More |
| Marquita Wiley | Innovative Business Advisors | Belleville | IL | Learn More |
Indiana
Name |
Firm |
City |
ST |
Learn More |
| Gordon Bell | The Midland Group | Fort Wayne | IN | Learn More |
| Steve Boltz | Charles Schwab | Indianapolis | IN | Learn More |
| Richard Campbell | Myriad CPA Group, LLC | Evansville | IN | Learn More |
| Mike Hutson | Edge Financial Strategies | Indianapolis | IN | Learn More |
| L. Robert Lowe | EWOL LLC | Indianapolis | IN | Learn More |
| Andy Manchir | Katz Sapper & Miller | Indianapolis | IN | Learn More |
| Robert Mendoza | Insight Accounting Group PC | Mishawaka | IN | Learn More |
| Edwin Mysogland | Legacy Transition Advisors, LLC | Indianapolis | IN | Learn More |
| Matt Roop | Deerfield Financial Advisors | Indianapolis | IN | Learn More |
| Lorelei Tolson | Oxford Financial Group | Indianapolis | IN | Learn More |
| Scott Waddell | Waddell Consulting Services LLC | Indianapolis | IN | Learn More |
| Dennis Wimer | Butler University | Indianapolis | IN | Learn More |
| Steven Young | UBS Financial Services, Inc. | Indpls | IN | Learn More |
Iowa
Name |
Firm |
City |
ST |
Learn More |
| Jack Gonder | Honkamp Krueger & Co., P.C. | Hiawatha | IA | Learn More |
| Dennis Leininger | Business Transition Solutions | Clive | IA | Learn More |
| Mike Moffit | Cornerstone Financial Group | Creston | IA | Learn More |
| James Nalley | BCC Advisers | Des Moines | IA | Learn More |
Kansas
Name |
Firm |
City |
ST |
Learn More |
| Lisa Brumbaugh | Kansas Small Business Development Center | Emporia | KS | Learn More |
| Tom Byler | Kansas SBDC | Pittsburg | KS | Learn More |
| Jackson Harwell | Johnson County Community Colleg | Overland Park | KS | Learn More |
| Karl Klein | Washburn University Kansas SBDC | Lawrence | KS | Learn More |
| Brian Lang | SS&C Solutions Inc | Topeka | KS | Learn More |
| Barry Nelson | Columbia Threadneedle/ Ameriprise | Olathe | KS | Learn More |
| Gary Summers | SS&C Solutions | Lawrence | KS | Learn More |
Kentucky
Name |
Firm |
City |
ST |
Learn More |
| Paula Connell | UBS Financial Services, Inc. | Paducah | KY | Learn More |
| John Daly | UBS Financial Services, Inc. | Louisville | KY | Learn More |
| David Demarest | UBS Financial Services, Inc. | Lexington | KY | Learn More |
| Russ Ferreri | UBS Wealth Management | Louisville | KY | Learn More |
| Ryan Hall | UBS Financial Services, Inc. | Louisville | KY | Learn More |
| Kent Hisle | Hisle and Company CPAs | Lexington | KY | Learn More |
| Mark Korona | UBS Financial Services, Inc. | Lexington | KY | Learn More |
| Kellie Sheryak | UBS Financial Services, Inc. | Louisville | KY | Learn More |
| Mike Wade | BLUE & CO. LLC | Louisville | KY | Learn More |
Louisiana
Name |
Firm |
City |
ST |
Learn More |
| Vanessa Claiborne | Chaffe & Associates, Inc | New Orleans | LA | Learn More |
| Frank Devay | Chaffe & Associates, Inc | New Orleans | LA | Learn More |
| Ben Domingue | UBS Financial Services, Inc. | Lafayette | LA | Learn More |
| Matthew Doucet | UBS Financial Services, Inc. | Lafayette | LA | Learn More |
| Carl Drury | E Six Thirteen | Mandeville | LA | Learn More |
| Travis Frayard | UBS Financial Services, Inc. | Lafayette | LA | Learn More |
| Jacque Kuchta | UBS Financial Services, Inc. | Metairie | LA | Learn More |
| Camm Morton | VR Business Sales | Mergers & Acquisitions | Baton Rouge | LA | Learn More |
| Owen Thompson | Vincent, Liles & Thompson Private Wealth Managemen | Lake Charles | LA | Learn More |
Maine
Name |
Firm |
City |
ST |
Learn More |
| Peter Buzzini | UBS Financial Services, Inc. | Bangor | ME | Learn More |
| Joseph Dieterle | UBS Financial Services, Inc. | Freeport | ME | Learn More |
| Hal Dursema | UBS Financial Services, Inc. | Portland | ME | Learn More |
| Anthony Jessen | UBS Financial Services, Inc. | Portland | ME | Learn More |
| Frank O’Shea | BerryDunn | Portland | ME | Learn More |
| Joseph Powers | UBS Financial Services, Inc. | Yarmouth | ME | Learn More |
| Steven Tenney | UBS Financial Services, Inc. | Portland | ME | Learn More |
| Seth Webber | BerryDunn | Yarmouth | ME | Learn More |
Maryland
Name |
Firm |
City |
ST |
Learn More |
| Cameron Bell | Wealth Management Institute, Ltd. | Adamstown | MD | Learn More |
| Robert Carter | Hertzbach & Company, P.A. | Owings Mills | MD | Learn More |
| Bob Cinquegrana | Strategy Management, LLC | Owings Mills | MD | Learn More |
| Walter Deyhle | GRF CPAs | Potomac | MD | Learn More |
| Ryan Gutowski | UBS Financial Services, Inc. | Hunt Valley | MD | Learn More |
| Clarke Langrall | Forecast Strategic Advisors | Towson | MD | Learn More |
| Jeff Leventhal | HighTower Bethesda | Potomac | MD | Learn More |
| Jason Lowy | UBS Financial Services, Inc. | Parkton | MD | Learn More |
| Corby Megorden | ENNIS Legacy Partners | Gaihersburg | MD | Learn More |
| John Morgan | Verdence Capital Advisors | Ellicott City | MD | Learn More |
| Theo Pahigiannis | Catapult BD LLC | Olney | MD | Learn More |
| Stephen Rosen | HighTower Bethesda | Bethesda | MD | Learn More |
| Andrew Seested | Wells Fargo Private Bank | Bethesda | MD | Learn More |
| David Witherspoon | KatzAbosch | Timonium | MD | Learn More |
Massachusetts
Name |
Firm |
City |
ST |
Learn More |
| Alexis Bishop | UBS Financial Services, Inc. | Rockland | MA | Learn More |
| Karen Carlin | UBS Financial Services, Inc. | Boston | MA | Learn More |
| Joseph Drier | UBS Financial Services, Inc. | Rockland | MA | Learn More |
| Kenneth Fischer | KMF Consulting Services | Osterville | MA | Learn More |
| Nick Giacoumakis | New England Investment & Retirement Group, Inc | N. Andover | MA | Learn More |
| Jeffrey Goodstein | UBS Financial Services, Inc. | Boston | MA | Learn More |
| Brian Gormley | UBS Financial Services, Inc. | Boston | MA | Learn More |
| John Halloran | UBS Financial Services, Inc. | Ipswich | MA | Learn More |
| Thomas Hanlon | UBS Financial Services, Inc. | Peabody | MA | Learn More |
| Allen Harris | Berkshire Money Management | Dalton | MA | Learn More |
| Todd Ingwersen | The Harvest Group Wealth Management | Waltham | MA | Learn More |
| William Jarry | BNY Mellon Wealth Management | Newton | MA | Learn More |
| Wilfred Keyser | UBS Financial Services, Inc. | Natick | MA | Learn More |
| Clare Kiesel | UBS Financial Services, Inc. | Boston | MA | Learn More |
| Kelly LeVangie | UBS Financial Services, Inc. | Millis | MA | Learn More |
| Brian Lynch | UBS Financial Services, Inc. | Boston | MA | Learn More |
| Justin Makso | First Republic Wealth Management | Boston | MA | Learn More |
| Jonathan Penta | UBS Financial Services, Inc. | Wellesley | MA | Learn More |
| Dan Ronan | BNY Mellon Wealth Management | Winchester | MA | Learn More |
| William Shad | UBS Financial Services, Inc. | Chestnut Hill | MA | Learn More |
| Brian Trzcinski | MassMutual | Springfield | MA | Learn More |
| Michael Tulman | Michael M. Tulman CPA, CGMA, CVA, MAFF, CEPA | Osterville | MA | Learn More |
| Eric Vidal | UBS Financial Services, Inc. | Westwood | MA | Learn More |
Michigan
Name |
Firm |
City |
ST |
Learn More |
| Paul Bernhard | Plante Moran | Auburn Hills | MI | Learn More |
| Barton Burns | Comerica Bank | Detroit | MI | Learn More |
| Paul Damon | Strategic Stewardship Partners | Grand Rapids | MI | Learn More |
| Craig Doescher | The Doescher Group | Keego Harbor | MI | Learn More |
| Cathy Gearig | LifePlan Financial Advisory Group | Rochester Hills | MI | Learn More |
| Vito Gioia | Fifth Third Private Bank | West Bloomfield | MI | Learn More |
| Meagan Hardcastle | Harmon Partners, LLC | Birmingham | MI | Learn More |
| Vincent Mastrovito | Prometis Partners Inc. | Grand Rapids | MI | Learn More |
| Randy Rua | Rua Associates | Zeeland | MI | Learn More |
| Donald Van der Zwaag | Rua Associates | Grand Rapids | MI | Learn More |
| Mary Van Skiver | Rehmann | Grand Rapids | MI | Learn More |
Minnesota
Name |
Firm |
City |
ST |
Learn More |
| Shannon Benolken | Itasca Economic Development Corporation | Grand Rapids | MN | Learn More |
| Rob Collins | Collins Law Office, P.A. | Forest Lake | MN | Learn More |
| Mark Eisenschenk | Goldmark Advisors | North Oaks | MN | Learn More |
| Leon Flottemesch | Simma Flottemesch & Orenstein, Ltd | Minneapolis | MN | Learn More |
| Ryan Haag | Sagemark Consulting | Bloomington | MN | Learn More |
| Farley Kaufmann | Lurie, LLP | Minneapolis | MN | Learn More |
| Julie Keyes | KeyeStrategies, LLC | Coon Rapids | MN | Learn More |
| Joel Lebewitz | Lurie LLP | St. Louis Park | MN | Learn More |
| Dyanne Ross-Hanson | Exit Plan Strategies | White Bear Lake | MN | Learn More |
| Shaun Simma | Simma Flottemesch & Orenstein | MInneapolis | MN | Learn More |
| Chris Van Schooneveld | Lurie, LLP | Minneapolis | MN | Learn More |
| Chris Watkins | UBS Financial Services, Inc. | Minneapolis | MN | Learn More |
| Jean Wolfe | RW Baird | Minnetonka | MN | Learn More |
Missouri
Name |
Firm |
City |
ST |
Learn More |
| Derek Barnard | Anders CPAs and Advisors | St. Louis | MO | Learn More |
| Kyle Danner | Kyle Danner Solutions for Family Businesses | Kansas City | MO | Learn More |
| Adam Goldstein | Buckingham Strategic Wealth | St. Louis | MO | Learn More |
| Larry Guess | Plancorp, LLC | St. Louis | MO | Learn More |
| Joseph Hershewe | Hershewe & Co PC | St. Joseph | MO | Learn More |
| Jonathan Krueger | Accelerated Wealth | Chesterfield | MO | Learn More |
| Mike Lissner | Acropolis Investment Management | Chesterfield | MO | Learn More |
| Lucas Luckett | Anders CPAs and Advisors | Fenton | MO | Learn More |
| Brent McClure | Anders CPAs and Advisors | St. Louis | MO | Learn More |
| Drew McLaughlin | UBS Financial Services, Inc. | Clayton | MO | Learn More |
| Michael Patchett | RubinBrown, LLP | St. Louis | MO | Learn More |
| John Placht | John J Placht, CPA, PC | St. Louis | MO | Learn More |
| Stevens Plowman | Bayard Business Capital and Consulting | Hannibal | MO | Learn More |
| Jared Ribley | Ballwin | MO | Learn More | |
| Matt Sallaberry | Moneta Group | Clayton | MO | Learn More |
| Mike Schumacher | Headwaters MB | St. Louis | MO | Learn More |
| Jeff Shore | BRS CPAs and Advisors | Springfield | MO | Learn More |
| Kevin Summers | Anders CPAs and Advisors | St. Louis | MO | Learn More |
| John Williamson | Wells Fargo Advisors | St. Louis | MO | Learn More |
Montana
Name |
Firm |
City |
ST |
Learn More |
| Shaun McChesney | PayneWest Insurance | Missoula | MT | Learn More |
| Alistair Stewart | Montana Manufacturing Extension Center | Bozeman | MT | Learn More |
U.S. STATES: N-R
US States: Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania
Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: Rhode Island.
Contact EPI Headquarters for assistance and recommendations.
Nebraska
Name |
Firm |
City |
ST |
Learn More |
| Clark Bellin | Bellwether Wealth | Lincoln | NE | Learn More |
| Sara Bennett | Nebraska Business Development Center | Kearney | NE | Learn More |
| Scott Carrico | Lutz Consulting & M&A | Elkhorn | NE | Learn More |
| William Gaines | HBE LLP | Norfolk | NE | Learn More |
| Greg Harr | O’Donnell, Ficenec, Wills & Ferdig, LLP | Omaha | NE | Learn More |
| Odee Ingersoll | Nebraska Business Development Center | Kearney | NE | Learn More |
| Bill Kenedy | Lutz Consulting and M&A | Omaha | NE | Learn More |
| Nick Niemann | McGrath North Mullin & Kratz, PC LLO | Omaha | NE | Learn More |
Nevada
Name |
Firm |
City |
ST |
Learn More |
| Steve Beatty | Financial Solutions for Business | Las Vegas | NV | Learn More |
| Brian Blaylock | Snell & Wilmer LLP | Las Vegas | NV | Learn More |
| Ileana Dominguez | UBS Financial Services, Inc. | Henderson | NV | Learn More |
| Robert Glaser | BNY Mellon Wealth Management | Las Vegas | NV | Learn More |
| Jordan Grangard | UBS Financial Services, Inc. | Las Vegas | NV | Learn More |
| Katrina Jonah | Jondewin Consulting Services | Henderson | NV | Learn More |
| Jim Main | CLA | Las Vegas | NV | Learn More |
| Ian McNeil | McNeil Consulting Group | Henderson | NV | Learn More |
| Sam Mineo | UBS Financial Services, Inc. | Las Vegas | NV | Learn More |
| Chuck Mohler | Eagle Corporate Advisors | Las Vegas | NV | Learn More |
| Leland Pace | Stewart, Archilbald & Barney | Las Vegas | NV | Learn More |
| Russell Price | UBS Financial Services, Inc. | Las Vegas | NV | Learn More |
| Staci Scharadin | Diamond Wealth Management | Henderson | NV | Learn More |
| Scott Voltz | Scott Premier Growth Advisors, Inc. | Las Vegas | NV | Learn More |
| Bryan Weeks | Sphere Partners LLC | Las Vegas | NV | Learn More |
| Chris Wilcox | Eide Bailly LLP | Las Vegas | NV | Learn More |
New Hampshire
Name |
Firm |
City |
ST |
Learn More |
| Jason Achmoody | Ledyard National Bank | Hanover | NH | Learn More |
| Mark Beliveau | Gallagher Flynn & Co. LLP | Lebanon | NH | Learn More |
| Andy Chace | Ameriprise Financial | Portsmouth | NH | Learn More |
| Stephen Demarais | UBS Financial Services, Inc. | Hampton | NH | Learn More |
| Richard DeMarco Jr | UBS Financial Services, Inc. | Portsmouth | NH | Learn More |
| John Howe | Business Transition Strategies | Pembroke | NH | Learn More |
| Raymond Noel | Northeast Planning Associates | Bedford | NH | Learn More |
| Erik Wheeler | UBS Financial Services, Inc. | Concord | NH | Learn More |
New Jersey
Name |
Firm |
City |
ST |
Learn More |
| Angelo Amitsis | UBS Financial Services, Inc. | Upper Saddle River | NJ | Learn More |
| Jennifer Becker | Glenmede | Morristown | NJ | Learn More |
| Ray Chase | UBS Financial Services, Inc. | Florham Park | NJ | Learn More |
| Mark Hartmann | HartmannRhodes | Chester | NJ | Learn More |
| Jeffrey Kates | The Founders Group | Freehold | NJ | Learn More |
| Michael Reynolds | Capaldi Reynolds & Pelosi P.A. | Northfield | NJ | Learn More |
| Tony Rogers | BNY Mellon Wealth Management | Madison | NJ | Learn More |
New Mexico
Name |
Firm |
City |
ST |
Learn More |
| Rosane (Bobbi) Hayes | RPC CPAs + Consultants, LLP | Albuquerque | NM | Learn More |
| Michael Pattengale | REDW | Albuquerque | NM | Learn More |
New York
Name |
Firm |
City |
ST |
Learn More |
| John Alex | UBS Financial Services, Inc. | New York | NY | Learn More |
| Matthew Beaulieu | UBS Financial Services, Inc. | New York | NY | Learn More |
| Paula Brancato | Barnum Financial Group | New york | NY | Learn More |
| Muriel Cheng | Friedman LLP | New York | NY | Learn More |
| Roman Ciosek | HighTower Advisors | Harrison | NY | Learn More |
| Jim Cornell | Praxiis Business Advisors | West Seneca | NY | Learn More |
| Brett Dearing | BNY Mellon Wealth Management | New york | NY | Learn More |
| Phil Dipasquale | UBS Financial Services, Inc. | Rochester | NY | Learn More |
| Steven Flanders | UBS Financial Services, Inc. | Syracuse | NY | Learn More |
| Ed Foley | UBS Financial Services, Inc. | New York | NY | Learn More |
| Lou Fuoco | TFG Business Advisory | Hauppauge | NY | Learn More |
| Thomas Gallo | Thomas S. Gallo, CPA | Staten Island | NY | Learn More |
| Samuel Gallucci | UBS Financial Services, Inc. | New York | NY | Learn More |
| Taylor Gray | Fieldpoint Private | New Rochelle | NY | Learn More |
| Catherine Guidera | UBS Financial Services, Inc. | New York | NY | Learn More |
| Jay Hochheiser | Hochheiser, Deutsch & Company, Inc. | Woodbury | NY | Learn More |
| James Jack | UBS Financial Services, Inc. | New York | NY | Learn More |
| Laurie Kamhi | Hightower Advisors/LCK Wealth | New York | NY | Learn More |
| Barry Kasoff | Realization Services Inc | Bedford Hills | NY | Learn More |
| Andrea Kimball | UBS Financial Services, Inc. | Syracuse | NY | Learn More |
| Mark Kravietz | HighTower Advisors | Melville | NY | Learn More |
| Steven La Sala | La Sala CPA PC | Riverhead | NY | Learn More |
| Michael Manasia | Morgan Stanley | Garden City | NY | Learn More |
| Sam Messina | UBS Financial Services Inc | Rochester | NY | Learn More |
| Cliff Olin | Olin Capital Advisors Inc. | Afton | NY | Learn More |
| Ernie Osle | UBS Financial Services, Inc. | New York | NY | Learn More |
| Alan Schoenberger | Endeavor Financial Planning | Melville | NY | Learn More |
| Daniel Shaughnessy | BNY Mellon Wealth Management | Garden City | NY | Learn More |
| Noah Simon | UBS Financial Services, Inc. | New York | NY | Learn More |
| Bryan Stephens | UBS Financial Services, Inc. | New York | NY | Learn More |
| Gary Vengelen | UBS Financial Services, Inc. | Rochester | NY | Learn More |
| John Walsh | UBS Financial Services, Inc. | Albany | NY | Learn More |
| Bonnie Yam | Pension Maxima | Scarsdale | NY | Learn More |
| Scott Yoder | SEA | New York | NY | Learn More |
| Leora Zach | UBS Financial Services, Inc. | Staten Island | NY | Learn More |
North Carolina
Name |
Firm |
City |
ST |
Learn More |
| Sam Catlett | UBS Financial Services, Inc. | Wilmington | NC | Learn More |
| Jim Guenther | Strategic Veterinary Consulting, Inc. | Asheville | NC | Learn More |
| Andrew Kittelson | UBS Financial Services, Inc. | Charlotte | NC | Learn More |
| Jennifer McKinnon | HPG Wealthcare Advisors | Raleigh | NC | Learn More |
| W. Paul Patterson | UBS Financial Services, Inc. | Wilmington | NC | Learn More |
| Michael (Chad) Pearson | UBS Financial Services, Inc. | Wilmington | NC | Learn More |
| Ellen Rankin | UBS Financial Services, Inc. | Charlotte | NC | Learn More |
| Nerre Shuriah | First Citizens Bank | Raleigh | NC | Learn More |
| Dean St. Marie | St Marie Financial Advisors | Brevard | NC | Learn More |
| John Stanford | UBS Financial Services, Inc. | Charlotte | NC | Learn More |
| Bonnie Suther | UBS Financial Services, Inc. | Winston Salem | NC | Learn More |
North Dakota
Name |
Firm |
City |
ST |
Learn More |
| Jerry Arends | Fargo | ND | Learn More | |
| Keith Olson | WSC SBDC | Williston | ND | Learn More |
| Zachary Schnitzler | First International Bank & Trust | Fargo | ND | Learn More |
Ohio
Name |
Firm |
City |
ST |
Learn More |
| Emmet L Apolinario | International Resource Group, Inc. | Dublin | OH | Learn More |
| Christopher Bart | Aurum Wealth Management | Mayfield Village | OH | Learn More |
| Mark Boslett | Mark W. Boslett Inc CPA | Hudson | OH | Learn More |
| Bob Brooks | Practice Endeavors, LLC | Alexandria | OH | Learn More |
| Darren Cherry | FocusCFO | Columbus | OH | Learn More |
| Andrew Connors | Fairport Asset Management | Chesterland | OH | Learn More |
| David Coomer | Clark Schaefer Hackett | Dayton | OH | Learn More |
| Josh Curtis | Footprint Capital | Columbus | OH | Learn More |
| Bill Ditty | Ditty Financial | Dublin | OH | Learn More |
| Mike Ella | KeyBank | Cleveland | OH | Learn More |
| Scott Everhart | Everhart Advisors | Dublin | OH | Learn More |
| Mike Fissel | Clark Schaefer Hackett | Miamisburg | OH | Learn More |
| Mark Gaudet | Clark Schaefer Hackett | Miamisburg | OH | Learn More |
| Chris Goebel | Crossroad Advisers | Cleveland | OH | Learn More |
| Rich Gulling | Next Consultancy | Germantown | OH | Learn More |
| Kenneth Haffey | Skoda Minotti | Mayfield Village | OH | Learn More |
| Jack Hagmeyer | William Vaughan Company | Maumee | OH | Learn More |
| Andrew Hollenkamp | Fifth Third Corp | Cincinnati | OH | Learn More |
| Karina Horton | PNC Bank | Cincinnati | OH | Learn More |
| Michael Hyzdu | UBS Financial Services, Inc. | Cincinnati | OH | Learn More |
| Renea Irick | Clark Schaefer Hackett | Miamisburg | OH | Learn More |
| Ryan Kilpatrick | Clark Schaefer Hackett | Miamisburg | OH | Learn More |
| Wade Kozich | GBQ Partners | Columbus | OH | Learn More |
| John Lame | Lenox Wealth Management | Cincinnati | OH | Learn More |
| Ray Lampner | Sikich, LLP | Akron | OH | Learn More |
| Leslie Lauer | UBS Financial Services, Inc. | Columbus | OH | Learn More |
| Steven LeClair | UBS Financial Services, Inc. | Dublin | OH | Learn More |
| Frank Legan | Cedar Brook Group | Gates Mills | OH | Learn More |
| Rob Lemmons | Total Wealth Planning | Cincinnati | OH | Learn More |
| Brian Long | JC & Company | Lancaster | OH | Learn More |
| Steve Lundregan | Footprint Capital | Columbus | OH | Learn More |
| Laura Malone | American Endowment Foundation | Hudson | OH | Learn More |
| Owen McBride | UBS Financial Services, Inc. | Cleveland | OH | Learn More |
| Tyler McKean | UBS Financial Services, Inc. | Sylvania | OH | Learn More |
| Anne Megerle | Lenox Wealth | Cincinnati | OH | Learn More |
| Roy Messing | Ohio Employee Ownership Center | Kent | OH | Learn More |
| Matthew Michael | Bank of America Merrill Lynch | Cincinnati | OH | Learn More |
| Renee Milyiori | JP Morgan | Dublin | OH | Learn More |
| Rebecca Murphy | Skylight Financial | Cleveland | OH | Learn More |
| William Murphy | UBS Financial Services, Inc. | Cleveland | OH | Learn More |
| David Nienaber | Foster & Motley | Cincinnati | OH | Learn More |
| Patrick O’Brien | PNC Bank | Cleveland | OH | Learn More |
| Linda Olejko | Glenmede | Beachwood | OH | Learn More |
| Matthew Olver | HPM Partners LLP | Cleveland | OH | Learn More |
| Michael Pappas | Barnes Wendling CPAs | Cleveland | OH | Learn More |
| Mary Patton | First Commonwealth Bank | Columbus | OH | Learn More |
| Jim Rollins | Meaden & Moore Ltd. | Richfield | OH | Learn More |
| Eric Schwarz | BNY Mellon Wealth Management | Lorain | OH | Learn More |
| Tony Schweier | Clark Schaefer Hackett | Miamisburg | OH | Learn More |
| Christopher Snider | Aspire Management | Strongsville | OH | Learn More |
| Kyle Stemple | Rea & Associates, Inc. | New Philadelphia | OH | Learn More |
| Chuck Stevens | MCM CPAs and Advisors | Cincinnati | OH | Learn More |
| Isaiah Stidham | Budros, Ruhlin & Roe, Inc. | Columbus | OH | Learn More |
| Mike Trabert | Skoda Minotti | Cleveland | OH | Learn More |
| Kazim Unalan | GBQ Partners, LLC | Columbus | OH | Learn More |
| Amy Vegh | BNY Mellon Wealth Management | Cleveland | OH | Learn More |
| Paul Weisinger | Rea & Associates, Inc. | Cleveland | OH | Learn More |
| Ben Wells | Dinsmore & Shohl LLP | Cincinnati | OH | Learn More |
| David Wilder | Total Wealth Planning | Cincinnati | OH | Learn More |
| Amy Wirtz | Family & Business Success, LLC | Sheffield Villge | OH | Learn More |
| Eric Wulff | Aurum | Mayfield Village | OH | Learn More |
Oklahoma
Name |
Firm |
City |
ST |
Learn More |
| Tom Evans | Encompass Financial Services Inc | Enid | OK | Learn More |
| Marcus Huck | CCK Strategies, PLLC | Tulsa | OK | Learn More |
| Nancy Hyde | Hyde & Company CPAs | Oklahoma City | OK | Learn More |
Oregon
Name |
Firm |
City |
ST |
Learn More |
| Alan Bird | Lane Powell | Portland | OR | Learn More |
| John Brunk | Columbia Bank | The Dalles | OR | Learn More |
| Doug Davison | AKT – Salem | Salem | OR | Learn More |
| Jay Halverson | First Republic Wealth Management | West Linn | OR | Learn More |
| Will Hendricks | First Republic Wealth Management | Portland | OR | Learn More |
| Gower Idrees | RareBrain Capital, LP | Lake Oswego | OR | Learn More |
| Damon Mapes | Columbia Bank | Hillsboro | OR | Learn More |
| Kirk Marley | Premier Northwest Insurance | Salem | OR | Learn More |
| Jon Owens | BPG Wealth Management, LLC | Clackamas | OR | Learn More |
| Bob Shingler | KMJ Partners LLC | Gearhart | OR | Learn More |
Pennsylvania
Name |
Firm |
City |
ST |
Learn More |
| Paula Barrett | RKL LLP | Reading | PA | Learn More |
| Brian Baum | UBS Financial Services, Inc. | Pittsburgh | PA | Learn More |
| Andrea Brady | Concannon, Miller & Co. | Bethlehem | PA | Learn More |
| Cliff Brown | Navigence, Inc. | Lewisburg | PA | Learn More |
| Christopher Butsko | UBS Financial Services, Inc. | Pittsburgh | PA | Learn More |
| E G Conley | E.G. Conley, P.C. | Pittsburgh | PA | Learn More |
| Anthony Conte | Conte Wealth Advisors | Camp Hill | PA | Learn More |
| Zak Deschaine | UBS Financial Services, Inc. | Pittsburgh | PA | Learn More |
| Randy Fackler | Brown Schultz Sheridan & Fritz | Camp Hill | PA | Learn More |
| Carly Fagan Neals | BNY Mellon Wealth Management | Gibsonia | PA | Learn More |
| William Fasy | William I Fasy MS CPA | West Grove | PA | Learn More |
| Tom Garrity | Compass Point Consulting | Bethlehem | PA | Learn More |
| John Garvey | UBS Financial Services, Inc. | Philadelphia | PA | Learn More |
| Jan Graybill | Legacy Planning Partners | Allentown | PA | Learn More |
| Bill Guerin | Catalytics Performance Consulting | Warrington | PA | Learn More |
| Andrew Kahn | Concannon, Miller & Co. | Bethlehem | PA | Learn More |
| Daniel Heth | UBS Financial Services, Inc. | Conshohocken | PA | Learn More |
| Charles Kedra | FPA Wealth Management | Media | PA | Learn More |
| Matt Kulp | Legacy Planning Partners | Sinking Spring | PA | Learn More |
| Matthew Lang | UBS Financial Services, Inc. | Erdenheim | PA | Learn More |
| Charles Laverty | Arnett Carbis Toothman LLP | New Castle | PA | Learn More |
| Kevin Leigh | JP Morgan | Philadelphia | PA | Learn More |
| Sheryl Linck | BNY Mellon Wealth Management | Pittsburgh | PA | Learn More |
| Mark Metzler | Kreischer Miller | Horsham | PA | Learn More |
| Frank Michel | Exit Decisions | Malvern | PA | Learn More |
| William Minor | UBS Financial Services, Inc. | Canonsburg | PA | Learn More |
| Scott Pinchak | Sageworth Trust Company | Enola | PA | Learn More |
| Greg Sarian | HighTower Advisors | Malvern | PA | Learn More |
| Brian Sharkey | Kreischer Miller | Allentown | PA | Learn More |
| Thomas Taricani | Boyer & Ritter | State College | PA | Learn More |
| Brian Tarquinio | UBS Financial Services, Inc. | Pittsburgh | PA | Learn More |
| John Tarquinio | UBS Financial Services, Inc. | Pittsburgh | PA | Learn More |
| Mark Uehling | UBS Financial Services, Inc. | Newtown | PA | Learn More |
| Josh Weiskopf | Edelman Wealth Management | Yardley | PA | Learn More |
| Dave Wimer | Murphy McCormack Capital Advisors | Sinking Spring | PA | Learn More |
| Joe Wirbick | Sequinox | Lancaster | PA | Learn More |
U.S. STATES: S-W
US States: South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, D.C., Washington (State), Wisconsin
Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: West Virginia; Wyoming.
Contact EPI Headquarters for assistance and recommendations.
South Carolina
Name |
Firm |
City |
ST |
Learn More |
| Allen Brown | LCM | Columbia | SC | Learn More |
| Christopher Brown | Family Legacy, Inc. | Greenville | SC | Learn More |
| Cindy Collier | Healthcare Valuation Solutions | Myrtle Beach | SC | Learn More |
| Kent McKown | McKown Company | Greer | SC | Learn More |
| Matt Morley | Pendleton Street Advisors | Columbia | SC | Learn More |
South Dakota
Name |
Firm |
City |
ST |
Learn More |
| Kayce Gerlach | Casey Peterson Ltd | Rapid City | SD | Learn More |
Tennessee
Name |
Firm |
City |
ST |
Learn More |
| William Braddy | KraftCPAs/ Kraft Asset Management | Nashville | TN | Learn More |
| Rob Cook | Fifth Third Private Bank | Nashville | TN | Learn More |
| Tommy Doerfler | Southwestern Investment Group | Franklin | TN | Learn More |
| Justin Goodbread | Financially Simple | Knoxville | TN | Learn More |
| Jay Healy | Century Wealth Management | Memphis | TN | Learn More |
| Dana Holmes | 2nd Generation Capital LLC | Nashville | TN | Learn More |
| Bryce Jenney | Raymond James & Associates | Nashville | TN | Learn More |
| Jessica Jung | Wealth Management Group of TN | Nashville | TN | Learn More |
| Matt Knight | FTB Advisors, Inc. | Brentwood | TN | Learn More |
| Jana Lisle Parham | UBS Financial Services, Inc. | Nashville | TN | Learn More |
| Ashley Propst | SunTrust Bank | Nashville | TN | Learn More |
| Jim Ward | Graham Health Care Capital | Nashville | TN | Learn More |
| Jeffery Wiese | UBS Financial Services, Inc. | Chattanooga | TN | Learn More |
Texas
Name |
Firm |
City |
ST |
Learn More |
| Jesse Abercrombie | Edward Jones | Dallas | TX | Learn More |
| Don Ames | A&D Advisors LLC | Lakeway | TX | Learn More |
| Jim Bartlett | B2B CFO | Arlington | TX | Learn More |
| Jack Beam | Dailey Resources, Inc. | Grapevive | TX | Learn More |
| Thomas Brandino | Frost Bank | Houston | TX | Learn More |
| Luke Britt | Level Four Wealth Management | Plano | TX | Learn More |
| Daniel Brunello | Bernstein Private Wealth Management | Houston | TX | Learn More |
| Lynne Candler | N/A | Dallas | TX | Learn More |
| Ray Croff | Mobius Financial Advisors | Denton | TX | Learn More |
| Paul Crozier | Frost Bank | Bishop | TX | Learn More |
| Douglas Dickey | DRDA, PLLC | Houston | TX | Learn More |
| John Dini | The Exit Map | San Antonio | TX | Learn More |
| Steve Eisnaugle | Frost Bank | Dallas | TX | Learn More |
| Jim Ferguson | Ferguson Financial, Inc. | McKinney | TX | Learn More |
| Sam Fischer | UBS Financial Services, Inc. | Austin | TX | Learn More |
| Chris Gain | Generational Equity | Dallas | TX | Learn More |
| Robert Gardner | Armor Wealth Management | Addison | TX | Learn More |
| Laura Garofanello | Frost Bank | Dallas | TX | Learn More |
| Lavonne Garrison | Frost Bank | San Antonio | TX | Learn More |
| Lidiya Gold | Frost Bank | Houston | TX | Learn More |
| Curtis Groves | Frost Bank | San Antonio | TX | Learn More |
| Robert Hancock | The Hancock Firm | Houston | TX | Learn More |
| Shea Hancock | The Hancock Firm | Houston | TX | Learn More |
| Brandon Henry | Mosaic Advisors | Houston | TX | Learn More |
| Lee Jones | Empyrean Associates, Inc. | Houston | TX | Learn More |
| Jason Kimball | Generational Equity | Richardson | TX | Learn More |
| Bob Kitzman | Bank of America | Dallas | TX | Learn More |
| Celeste Koh | Generational Equity | Dallas | TX | Learn More |
| Marc Laborde | UBS Financial Services, Inc. | Houston | TX | Learn More |
| Jacob Mangalath | Generational Equity | Dallas | TX | Learn More |
| Chris Massey | Frost Wealth Advisors | Fort Worth | TX | Learn More |
| Shaun McDuffee | Northstar Financial | Austin | TX | Learn More |
| Andrew McGee | UBS Financial Services, Inc. | Tomball | TX | Learn More |
| Mariann Montgomery | Murphy Business Sales | Richardson | TX | Learn More |
| David Moody | BNY Mellon Wealth Management | Dallas | TX | Learn More |
| Matt Orth | BB&T | Sugar Land | TX | Learn More |
| Ann Page | UBS Financial Services, Inc. | Houston | TX | Learn More |
| Linnie Phebus | Frost Wealth Advisors | Austin | TX | Learn More |
| Darlene Plumly | Darlene Plumly CPA | Houston | TX | Learn More |
| Michael Pumo | UBS Financial Services, Inc. | Austin | TX | Learn More |
| Stephen Riebe | UBS Financial Services, Inc. | Austin | TX | Learn More |
| Kevin Roth | Tanglewood Legacy Advisors, LLC | Kingwood | TX | Learn More |
| Ron Salmon | IPS Advisors, Inc. | Trinidad | TX | Learn More |
| John Sands | Frost Bank | Fort Worth | TX | Learn More |
| Thomas Schmidt | Velocity Business Advisors | Houston | TX | Learn More |
| Lori Siegel | UBS Financial Services, Inc. | Houston | TX | Learn More |
| Andrew Tanner | U.S. Trust | Dallas | TX | Learn More |
| Joe Torres | Joe L Torres, PC | Odessa | TX | Learn More |
| Shei Unger | BNY Mellon Wealth Management | Dallas | TX | Learn More |
Utah
Name |
Firm |
City |
ST |
Learn More |
| Peter Christman | The Christman Group | St. George | UT | Learn More |
| Einar Schow | Knox Capital Group | Draper | UT | Learn More |
Vermont
Name |
Firm |
City |
ST |
Learn More |
| Mark Beliveau | Gallagher, Flynn & Co., LLP | South Burlington | VT | Learn More |
| John Davis | Davis & Hodgdon Associates | Williston | VT | Learn More |
| Peter Stone | Legacy Partners, LLP | Dorset | VT | Learn More |
| Chris Vanderzyden | Legacy Partners, LLP | Dorset | VT | Learn More |
Virginia
Name |
Firm |
City |
ST |
Learn More |
| Matthew Barrette | Barrette Financial Consulting | Roanoke | VA | Learn More |
| David Bastiaans | Wolcott Rivers Gates | Virginia Beach | VA | Learn More |
| Dan Doran | Quantive | Tysons corner | VA | Learn More |
| Tom Fish | Go Beyond LLC | Springfield | VA | Learn More |
| Holly Flores | Quantive | McLean | VA | Learn More |
| Bert Henderson | SunTrust | Norfolk | VA | Learn More |
| Darren Koch | Steigerwald, Gordon & Koch Wealth Advisors | Leesburg | VA | Learn More |
| Sterling Neblett | Centurion Wealth Management LLC | McLean | VA | Learn More |
| Jonathan Peyton | Horizon Ridge Wealth Management | Leesburg | VA | Learn More |
| Elida Pierson | Fitzgerald & Co., CPAs, PC | Vienna | VA | Learn More |
| Ben Rodgers | BNY Mellon Wealth Management | Tysons | VA | Learn More |
| Thomas Troxell | BNY Mellon Wealth Management | Tysons | VA | Learn More |
| Cindy Vu | Vu Forensics & Advisory LLC | Vienna | VA | Learn More |
| Matt Whitaker | Clear Rock M&A Advisors | Alexandria | VA | Learn More |
| Donald Wright | BNY Mellon Wealth Management | Reston | VA | Learn More |
| John Yun | UBS Financial Services, Inc. | Vienna | VA | Learn More |
Washington, D.C.
Name |
Firm |
City |
ST |
Learn More |
| Keith Apton | UBS Financial Services, Inc. | Washington | DC | Learn More |
| Andrew Bishop | AllianceBernstein | Washington | DC | Learn More |
| Will Finnerty | UBS Financial Services, Inc. | Washington | DC | Learn More |
| Nick Francia | UBS Financial Services, Inc. | Washington | DC | Learn More |
| Felipe Peres | DC Small Business Development Center | Washington | DC | Learn More |
| Kayvon Sarmadi | UBS Financial Services, Inc. | Washington | DC | Learn More |
Washington (State)
Name |
Firm |
City |
ST |
Learn More |
| Matthew Bisturis | Schwabe Williamson & Wyatt | Vancouver | WA | Learn More |
| Michael Cadigan | CMBIgroup | Redmond | WA | Learn More |
| Kelly Deis | Soundpoint Consulting | Bainbridge Island | WA | Learn More |
| William Gibbs | BNY Mellon Wealth Management | Bellevue | WA | Learn More |
| Thomas Godwin | CB Financial Services | Anacortes | WA | Learn More |
| Arnie Hendricks | Financial Management Resources | Issaquah | WA | Learn More |
| John Kamprath | UBS Financial Services, Inc. | Spokane | WA | Learn More |
| Charles Kanieski | The Business Guides Inc | Port Townsend | WA | Learn More |
| Bob King | C.O.O. Services, LLC | Bellevue | WA | Learn More |
| Patrick McConn | Baker Boyer Bank | Walla Walla | WA | Learn More |
| Vincent McDonough | Anderson Hostnik PLLC | Tacoma | WA | Learn More |
| Thomas Ryan | BNY Mellon Wealth Management | Tacoma | WA | Learn More |
| Chad Wall | BNY Mellon Wealth Management | Maple Valley | WA | Learn More |
Wisconsin
Name |
Firm |
City |
ST |
Learn More |
| Amy Biersteker | Schenck SC | Appleton | WI | Learn More |
| Frank Bremser | Honkamp Krueger & Co., P.C. | Waunakee | WI | Learn More |
| Kevin Eismann | Epiphany Law, LLC | Appleton | WI | Learn More |
| Eric Golueke | Honkamp Krueger & Co., P.C. | Madison | WI | Learn More |
| Lisa Horn | Schenck SC | Appleton | WI | Learn More |
| Kent Kohn | Belgium | WI | Learn More | |
| Jayne McQuillan | Journey Consulting, LLC | Green Bay | WI | Learn More |
| Paul Meyer | Paul Meyer Financial | Menasha | WI | Learn More |
| Scott Miller | Enterprise Services Inc. | Delafield | WI | Learn More |
| William Otto | Investors Advisory Group | Waukesha | WI | Learn More |
| Martha Sullivan | Honkamp Krueger & Co., P.C. | Waunakee, Village of | WI | Learn More |
CANADA
Provincial Regions: Alberta, British Columbia, Manitoba, Ontario
Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions:
New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Prince Edward Island, Quebec, Saskatchewan, Yukon.
Contact EPI Headquarters for assistance and recommendations.
Alberta
Name |
Firm |
City |
ST |
Learn More |
| Jay Sandhu | Sandhu Professional Corporation | Calgary | AB | Learn More |
British Columbia
Name |
Firm |
City |
ST |
Learn More |
| Jamie Birch | Facet Advisors Inc. | Surrey | BC | Learn More |
| Tom Gill | Surrey | BC | Learn More | |
| Clay Gillespie | Rogers Group Financial | Vancouver | BC | Learn More |
| John Lawson | Assante Wealth Management | Surrey | BC | Learn More |
| Jason Trefanenko | McLaren Trefanenko Inc. | New Westminster | BC | Learn More |
Manitoba
Name |
Firm |
City |
ST |
Learn More |
| Boyd Liski | Iksil Group Inc | Winnipeg | MB | Learn More |
| Cindy Reid-Shelton | Intent Planning Group | Winnipeg | MB | Learn More |
Ontario
Name |
Firm |
City |
ST |
Learn More |
| Raj Bansal | BMO Private Banking | London | ON | Learn More |
| Elizabeth Bellavance | Simmons & Associates Inc. Canada | Camlachie | ON | Learn More |
| Vincent Cote | Hero’s Guide Inc. | Toronto | ON | Learn More |
| Stephen Cummings | Rizolve Partners | Toronto | ON | Learn More |
| Bruce Horsley | Horsley & Associates, Inc. | Hamilton | ON | Learn More |
| Bill Kehn | VR Great Lakes | Harrow | ON | Learn More |
| Jason Kwiatkowski | Valuation Support Partners Ltd. | Whitby | ON | Learn More |
| L. Geoffrey Morphy | Dundee Corporation | Toronto | ON | Learn More |
| Annie Taillon | SBE Canada Limited | Etobicoke | ON | Learn More |
| Walter Williams | Vine and Partners LLP | Hamilton | ON | Learn More |
OUTSIDE U.S.
Contact EPI Headquarters for assistance and recommendations for your unique international needs.
Argentina
Name |
Firm |
City |
COUNTRY |
Learn More |
| Gustavo Schutt | Gustavo Schutt | Ciudad de Buenos Aires | Argentina | Learn More |
| Andrea Werthein | Parque Suárez SRL | Buenos Aires | Argentina | Learn More |
Australia
Name |
Firm |
City |
COUNTRY |
Learn More |
| Alex Burley | Navwealth | St. Leonards | Australia | Learn More |
| Michelle Forrester | The Little General & Co | Parramatta | Australia | Learn More |
| Peter Hickey | MAUS Business Systems | Brookvale | Australia | Learn More |
| Michelle Knights | Rob Knights & Co | Balgowlah | Australia | Learn More |
| Robert Mayberry | Mayberry Consulting Pty Ltd | Sydney | Australia | Learn More |
| Simon Prowse | Navwealth | St. Leonards | Australia | Learn More |
| Neale Wallace | Wallace BG | Wollongong | Australia | Learn More |
| Sam Walters | GowingAdvisory | Muswellbrook | Australia | Learn More |
| James Huy Vuong | Your Accounting Partners | Brisbane | Australia | Learn More |
| Coral Wilson | Wilson Teis | Coorparoo | Australia | Learn More |
| Mike Wilson | Wilson Teis | Brisbane | Australia | Learn More |
| Kerry Boulton | The Exit Strategy Group | Middle Park | Australia | Learn More |
| Geoff Gartly | Gartly & Associates Pty Ltd | Ormond | Australia | Learn More |
| Greg Johnson | Ascend Business Partners | Surrey Hills | Australia | Learn More |
| Graeme Parker | TheBusinessBootCamp | North Warradnyte | Australia | Learn More |
| David Walker | Crowe Horwath | Mildura | Australia | Learn More |
| Jonathan Lucas | Exit or Growth Pty Ltd | Perth | Australia | Learn More |
| Wayne Hitchens | IBamcy Consulting | Clarkson | Australia | Learn More |
| Eric Purvis | TAA Planning | West Swan | Australia | Learn More |
China
Name |
Firm |
City |
COUNTRY |
Learn More |
| Andrew Kwan Hang To | One to One Corporate Finance | Hong Kong | China | Learn More |
The Netherlands
Name |
Firm |
City |
COUNTRY |
Learn More |
| Walter Blijleven | The Curacao Financial Group NV | Schouwburgweg | Willemstad Curacao | Learn More |
| Patrick Lambrechts | Bol Adviseurs BV | Boxmeer | Noord Brabant | Learn More |
| Frans Tijssen | Sjebema B.V. | Rijkevoort | Noord Brabant | Learn More |
New Zealand
Name |
Firm |
City |
COUNTRY |
Learn More |
| Ross Peden | Exit Strategist Ltd | Auckland | New Zealand | Learn More |