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:  623-299-9710

Email Kim

vice president

Russell Bucklew

CFP, CEPA


 MRA Associates
Phone:   702-479-2799

Email Russell

vice president

Rick Lopez

JD


 Weiss Brown
Phone: 480-327-6654

Email Mark

vice president

Michael Mobley

MBA


 Impetus Solutions
Phone: 480-422-1087

Email Michael

vice president

Matt Walker

CPA


 MRA Associates
Phone: 800-222-1232

Email Matt

vice president

Chad Maze

AWMA


First Western Trust - Phoenix
Phone: 602-224-7600

Email Chad

vice president

Oksana Komarnyckyj

MBA, JD


 IBG/Fox & Fin
Phone: 480-421-9532

Email Oksana

vp, sponsorships

Bruce Black

CM&AA


 IBG/Fox & Fin
Phone: 480-327-6619

Email Bruce

 

Vice President

Michael Tobiason

CPA, CVA


 REDW, LLC
Phone: 602-730-3600

Email Michael

Vice President

Michelle Tran

JD


 Clark Hill, PLC
Phone: 480-685-7227

Email Michelle