McKinley Carter Wealth Services Advisors Earn Prestigious CEPA Credential
McKinley Carter Wealth Services announced that Teresa Michaels and Nick Stebner each recently earned the Certified Exit Planning Advisor designation, one of the premier credentials for professionals working with business owners. “By completing this rigorous program, Teresa and Nick have deepened their ability to guide business‑owner clients through strategies that strengthen company value, support long‑term financial well-being, and prepare for successful future transitions,” said Tyrone C. Phillippi, CFP, CeFT Director of Wealth Management. According to the Exit Planning ...