Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Michael Thames 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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Eagle Scout

Serving clients in the Savannah and Hilton Head Island area as a financial advisor with Capital Analysts of Jacksonville, Mike brings over 17 years of experience in the financial services industry to the team. He brings a wealth of knowledge to the areas of financial planning and investment advice, built on a foundation of listening to and focusing on the unique situations of his clients. His experience includes generational family planning and assisting clients as they transition into care services during their most critical times of need.

Mike began his career in the finance industry at a large Fortune 500 financial firm, helping thousands of clients. After several years and gaining extensive experience, he transitioned into a planning and consulting role, earning his CERTIFIED FINANCIAL PLANNER™ certification. In April 2024, Mike joined Capital Analysts to further his work with individuals, families, business owners, and organizations, diving deeper into strategic advice and tackling complex client situations.

As part of a family of five, Mike has been married to his wife, Catherine, for thirteen years, and they have three daughters: Abigail, Mackenzie, and Harper.

An Eagle Scout and avid musician, Mike enjoys playing the guitar and drums at his local church and engaging with his local scouting community. In his free time, he also loves building Lego sets and reading business nonfiction. Mike holds FINRA Series 7, 63, and 66 registrations.

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Eagle Scout

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As part of a family of five, Mike has been married to his wife, Catherine, for thirteen years, and they have three daughters: Abigail, Mackenzie, and Harper.

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Advisor Type: Financial Advisor
Website:
https://www.capanjax.com
Phone: +1 912-675-5484
City: Savannah
State: Georgia
Postal Code: 31312
Country: United States
Designations: CFP® CPWA® CEPA
Markets Served: Business Owners, Family Wealth, Organizations
Company Name: Capital Analysts Inc.
LinkedIn:
https://www.linkedin.com/in/michaelthames

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MICHAEL THAMES CFP® CPWA® CEPA

MICHAEL THAMES CFP® CPWA® CEPA

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