Nominees for Member of the Year

Recognizing a Certified Exit Planning Advisor that has made a deep impact on the EPI community and is instrumental and committed to driving local awareness for exit planning.  Each of these members serve as leaders in their local communities by providing quality education, owner facing events, partnerships, and research that support the growth of the profession.


jimmaherJames Maher, CEPA, CRPC, CRPS, AIF, C(k)P
Chief Executive Officer / Founder, Archford Capital Strategies

  • CEPA since 2015
  • President: St Louis Metro Chapter



mmMariann Montgomery, BCB, BCI, CBI, CEPA, CMAI
M&A Intermediary, Murphy Business

  • CEPA since 2014
  • President: North Texas Chapter



LoreleiTLorelei Tolson, CEPA
Managing Director, Oxford Financial Group

  • CEPA since 2012
  • President: Central Indiana Chapter



danwhittakerDan Whittaker, CEPA, CPA
Managing Partner, Whittaker & Co.

  • CEPA since 2014
  • President: Southern California Chapter