The St. Louis Metro 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 St. Louis Metro 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.

 

Upcoming Chapter Eventsdivider


Leadership Team

St. Louis Metro

president

James Maher

CEPA, CRPC, CRPS, AIF, C(k)P


Archford Capital Strategies
Phone: 618.416.7085

Email James

vice president

Mike Lissner

 CEPA


Acropolis Investment Management
Phone: 636.449.4900

Email Mike

vice president of events

Jacob Hong

CEPA


 Archford Capital Strategies
Phone: 618.416.7089

Email Jacob

 

vice president of membership

Kevin Summers

JD, CPA/ABV/CFF, CVA, CDFA


Anders CPA
Phone: 314.655.5547

Email Kevin

 

vice president

Drew McLaughlin

CPA, CEPA


UBS Private Wealth Management
Phone: 314.941.9498

Email Drew