CEPA Program Completion

I’m excited to announce I have recently completed the Certified Exit Planning Advisor (CEPA) Program through the Exit Planning Institute (EPI) to better serve my clients and their families. Our practice believes in a multidisciplinary approach to asset preservation for individuals and their business interests. We understand the complexity that comes with a multi-generational family-owned business. Using a collaborative, team approach, our firm can provide you with the tools and resources required to ensure a successful exit at the appropriate time. Please feel free to reach out to me with any questions or for a free consultation.