The Arizona Chapter of the Exit Planning Institute is a group of local advisors dedicated to helping business owners achieve their goals.

 
 

Chapter Purpose: The purpose of the EPI Arizona Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

 

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Leadership Team

Arizona

president

Kim Dyer

 MBA, CEPA


 Keystone Capital Management Group, LLC
Phone: 480.579.9089

Email Kim

first vice president

Russell Bucklew

CFP, CEPA


 Miller Russell Associates
Phone: 702.479.2799

Email Russell

vp, programs

Mark Johnson

CBEC, MBA


 B2B CFO
Phone: 623.376.6061

Email Mark

vp, communication

Michael Mobley

MBA


 Impetus Solutions
Phone: 410.960.4720

Email Michael

vp, professional awareness

Matt Walker

CPA


 Miller Russell Associates
Phone: 800.222.1232

Email Matt

vp, public relations

Chad Maze

AWMA


 BNY Mellon
Phone: 602.258.1444

Email Chad

vp, membership

Oksana Komarnyckyj

MBA, JD


 Brockson Capital Partners, LLC
Phone: 602.508.9020

Email Oksana

vp, sponsorships

Bruce Black

CM&AA


 IBG/Fox & Fin
Phone: 480.327.6619

Email Bruce