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Business Development Manager for The Exit Planning Institute (EPI). At EPI, I'm involved in managing business development opportunities through online and offline methods of engagement. I work with top advisors (CPAs, Wealth Managers, Strategic Consultants, Attorneys, Exit Planners, M&A Advisors, Insurance Professionals, etc.) that are interested in using exit planning for market differentiation and thought leadership. I am highly focused on enhancing the Certified Exit Planning Advisor (CEPA) brand and reach. Outside of work, you can find me at the gym pumping iron, playing basketball in some men’s leagues with my buddies, or traveling around the world to experience new places. I am a huge Ohio State Football fan and was even able to attend the 2016 Ohio State vs Michigan game!
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