Exit Planning Institute - Find a CEPA

As a Financial Advisor and Financial Planner holding the CERTIFIED FINANCIAL PLANNER® designation, along with the CEPA and CEA designations, I help high-net-worth individuals and business owners navigate the complexities of wealth management, business transitions, estate planning, and charitable giving. I focus on developing tax-efficient strategies that align with my clients’ values and long-term goals—whether that’s preserving wealth, planning for a business exit, or creating a lasting philanthropic legacy.

At Edward Jones, a firm known for its client-first philosophy and long-term approach, I offer personalized guidance backed by industry-leading research and a strong team-based support system.

Born and raised in St. Albert, my husband and I moved to Parkland County to raise our family. Away from the office, I enjoy watching hockey, travelling, playing golf, curling, and enjoying good food and wine. I’m also actively involved in giving back to my community through volunteer work with local hospital foundations.

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At Edward Jones, a firm known for its client-first philosophy and long-term approach, I offer personalized guidance backed by industry-leading research and a strong team-based support system.

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A Look Inside The Unique World of - Value Creation Whitepaper

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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Case Study: Human Capital, The Exit Planning Institute

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Case Study: The Value of Transitioning a Business to its Employees

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Decentralizing the Business Owner

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

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From Successful to Significant

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

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Infographic: The 5 D's

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Issue One: The Annual Exit Magazine

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Phase 1 Stage 1: The Value Maturity Index - Identifying Value

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The Impact of Unplanned Consequences on Business Value Whitepaper

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The Value Acceleration Methodology

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JENNIFER PARKER

JENNIFER PARKER

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 Webinar Series

2025 Webinar Series

2026 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

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Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

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Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors

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