Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Laura Lommler is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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As a financial advisor and CERTIFIED FINANCIAL PLANNER® professional, I'm best positioned to serve clients who want to build a comprehensive financial strategy with a trusted professional who will partner with them throughout their lives. My ideal clients wish to consolidate their assets to simplify their financial picture and eliminate blind spots from their plans. They value advice, appreciate the concierge service our branch team strives to provide, and take comfort in knowing they don't have to do it alone. They prefer an approach that allows our conversations to focus on who and what is most important to them. As we partner together, I often consult with my clients' CPAs and attorneys to help ensure that my recommendations align with theirs. While I follow an established process with each client, I consider your unique needs, relationship with money, values and feelings as we build the strategies that will help you reach your short- and long-term goals as comfortably and efficiently as possible.

I'm a lover of people, deeply committed to building community connections. I'm a strong advocate for women and local businesses, an LGBTQ ally and take pride in providing a positive, inclusive atmosphere for my clients. Sharing education and inspiration mutually with clients on many topics is one of the most fulfilling and enjoyable aspects of my work. Within the firm, I've served in various leadership roles relating to diversity, equity and inclusion. In my community, I've volunteered with the Girl Scouts of Maine, Junior Achievement, and AARP Maine with the goal of promoting financial literacy, empowering young women to be confident leaders and combatting loneliness among senior citizens.

Born and raised in Millinocket, I've lived in the Bangor Area since 1996. I met my husband Willis during our undergraduate studies at the University of Maine. We live in Orono with our two daughters. In the winter, we both volunteer as coaches with our local youth Nordic ski program. In warmer times, we enjoy swimming and hosting back yard gatherings.

If you'd like to explore whether we may be a fit for each other, please call my office at 207-262-2164 to schedule a complimentary phone call.

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LAURA LOMMLER

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