Exit Planning Institute - Find a CEPA

My journey with Edward Jones starts early on – I have actually been around Edward Jones for most of my life. My dad started as a financial advisor with the firm back in the late '90s, and when I was in high school, I would help him out in his office. After college, I had the opportunity to work as a financial advisor out of the firm's St. Louis headquarters. I ran 11 different offices around the country but didn't have the chance to work with people from my community. Not too long after that, I got the chance to open my own office back home, and had to take it.

I have been working side by side with clients for a little over 10 years now, and my goal is to keep them informed and help them navigate through tough markets. I believe in long-term, diversified investment strategies that are tailored to your personal goals. I will also work closely with you, your tax professional and your attorney, because as the world around us continues to change, we need to make sure your portfolio evolves with it.

I received my undergraduate from Kansas State University in 2011, my CFP® certification from the Certified Financial Planner Board of Standards Inc., my Accredited Asset Management Specialist™ designation from the College for Financial Planning, and my Certified Exit Planning Advisor® designation from the Exit Planning Institute.

My branch office administrator, Michelle McLaughlin, joined me in 2015, and we both strive to provide the most ideal client experience we can. We both love the Kansas City community and welcome the opportunity to provide you with our highly personalized service.

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The Value Acceleration Methodology

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The Value Acceleration Methodology Infographic

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Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

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Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

To increase value and minimize risks in your business, you should follow th..

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Who Has a Seat at the Table Infographic

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120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

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2022 Colorado State of Owner Readiness Quick Look Brochure

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2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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2024 State of The Institute

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2024 Webinar Series

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2025 Webinar Series

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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

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

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Access My Courses

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Best-In-Class Whitepaper

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Beyond CEPA Roadmap

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Business Attractiveness Scorecard

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Case Study, CEPA and CPAs

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Case Study: Value Acceleration

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CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

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CEPA Development Scorecard

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Decentralizing the Business Owner

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Decentralizing the Business Owner

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Email Marketing Templates

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EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

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

When deciding to exit their business, an owner has several internal and ext..

First Steps

The first steps after earning your CEPA designation.

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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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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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From Successful to Significant Whitepaper

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From Successful to Significant Whitepaper

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Infographic: Beyond CEPA Path

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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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Infographic: Who Has a Seat at the Table

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Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..

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Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..

Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..

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The Impact of Unplanned Consequences on Business Value Whitepaper

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