The Exit Planning Institute is the premier provider of education, networking, professional development, and tools for exit planning professionals worldwide.

 
 

Our team is dedicated to accomplishing this vision, providing leading educational opportunities, certification programs, events, member support, and industry research for exit planning professionals in the United States and worldwide. 

 

Our Team

 

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ceo/president

Christopher Snider


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Vice President

Scott Snider


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Vice President of Marketing

Brooke Norman


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Client Experience Manager

Josh Koza


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Program Coodinator

Drew English


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Office Coordinator

Dan Dwyer


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Board of Advisors

The Board of Advisors of the Exit Planning Institute acts in an advisory capacity.

peterchristman

Advisor
, The Christman Group

Peter Christman


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rich-jackim

Advisor, MidCap Advisors

Richard Jackim


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ARB PR Photo 1 (2014_02_05 19_16_56 UTC)

Advisor, Berryman & Company

Ron Berryman


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Advisor, Everyfamiliesbusiness.com

Tom Deans


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Andy K RetSM_5206 (2)

Advisor, Partners Private Equity

Andrew Kuhar


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SMiller

Advisor, Enterprise Services, Inc.

Scott Miller


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patrick_obrien

Advisor, PNC Wealth Management

Patrick O'Brien


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Hutchinson

Advisor, Strategic Value Advisors

Sean Hutchinson


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Advisor, The McLean Group

Dennis Roberts


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ITASCA, IL - DECEMBER 16: Michael C. Foltz, JD, CPA, CFP¨, Principal, Chief Estate Planning Officer for Balasa Dinverno Foltz, LLC photographed on Tuesday, December 16, 2014 at the firm's offices in Itasca, Illinois. Photo credit: Randy Belice

Advisor, Balasa Dinverno Foltz

Mike Foltz


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