08/31/2026
I’m excited to share that I’ve earned the Certified Exit Planning Advisor (CEPA®) designation. After 28 years of working with business owners, this wasn’t so much about learning something brand new as it was about honing my skills, broadening my perspective, and building on the insight gained from years of guiding clients through complex financial decisions. The CEPA designation is all about helping business owners understand and grow their company’s value, prepare for future transitions, and align their business, personal, and financial goals. For me, it’s another layer of expertise for work I truly value, helping business owners plan intentionally for what they have built and what’s ahead. I’m looking forward to bringing these new tools and strategies to the business owners and families I serve!