The Kentuckiana 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 Kentuckiana 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.

 


2018 Chapter Events

 


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Leadership Team

Kentuckiana

President 

Kellie Sheryak

CEPA


UBS Financial Services, Inc. 
Phone: 502.420.7651

Email Kellie

Vice-President 

Patrick Schmidt

CPA, JD


Tilford Dobbins & Schmidt, PLLC
Phone: 502.584.1000

Email Patrick

Vice-President 

Mike Wade

CPA 


 Blue & Co., LLC
Phone: 502.992.2597

Email Mike

Vice-President

Lewis Rudy

 


Rudy & Associates
Phone: 502.821.5350

Email Lewis

 

Vice-President 

John Daly

CFP, AAMS, CRPC 


UBS Financial Services, Inc. 
Phone: 502.420.7632

Email John