Shane Miller and Jared Archer Earn Certified Exit Planning Advisor (CEPA®) Credential
Fort Worth, TX (September 26, 2024)
WPWealth Partner, Shane Miller, CFP®, CRPS® and WPWealth Senior Associate, Jared Archer, CPA, ABV, CFP® have earned the Certified Exit Planning Advisor (CEPA®) Credential.
The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals with their business and financial goals. Earning CEPA enhances the professional’s ability to engage business owners and have value-added conversations around growth and exit.
Miller has been with WPWealth since 2013 where he has been instrumental to the group’s growth and success in various facets. He serves clients in the areas of wealth management, estate planning, risk management, asset protection, insurance services and comprehensive financial planning. Miller is also a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Retirement Plan Specialist (CRPS®) with a Series 63 License – Registered Representative, a Series 65 License – Uniform Investment Adviser Law, and Group 1 License – Texas Department of Insurance.
Miller attended Texas Christian University where he received his B.B.A. in Entrepreneurial Management with a minor in Japanese. He is a member of the Texas Christian University (TCU) Young Alumni Board and the Neeley School of Business Young Alumni Board. Miller enjoys serving the community through his involvement with Christ Chapel’s Manpower Service Group and is a board member for Junior Achievement of the Chisholm Trail, an organization focused on improving financial literacy. He hosts the WPCares podcast series on the Whitley Penn Talks channel and has been a featured guest on the local news covering investment related topics. He is also a Southern Methodist University (SMU) Financial Planning CAPE Alumni, a member of the Financial Planning Association (FPA), a member of the Fort Worth Business & Estate Council, and a Fort Worth Business Press 40 under 40 award recipient.
With an entrepreneurial mindset, Miller is driven to create and innovate with his teammates to generate new and unique ways of overcoming challenges with his clients’ best interests top of mind. He is forward thinking and people oriented and has a vision of client success.
Archer joined WPWealth in 2023. He helps individuals and families reach their financial goals, such as having adequate savings for retirement, developing robust investment strategies, purchasing a secondary/vacation home, funding their children’s education/weddings, and many others. Whatever their goals may be, Archer takes a holistic approach to provide tailored, qualified financial advice to keep his clients on target. What starts as a financial plan often branches into offering comprehensive tax consulting, investment management, risk management, budgeting/forecasting, and other personalized financial services. Additionally, he is able to leverage his background in business valuation and small business consulting to help his clients understand the value of their business and assist them with exit planning strategies when needed.
Previously a member of Whitley Penn’s Forensic, Litigation, & Valuation Services group, Archer has extensive experience performing valuations of businesses and securities in connection with litigation, estate and gift taxes, financial reporting, mergers and acquisitions, consulting, employee benefit plans, and other purposes. His industry experience includes family limited partnerships, professional practices, real estate holding companies, oil and gas exploration and production, oilfield services, information technology, manufacturing, construction service firms, and health care, among others.
Archer obtained his undergraduate degree in forensic accounting and finance from Texas Wesleyan University. He began his career at Whitley Penn in January 2019, and regardless of his role within the firm, Archer actively looks for opportunities to add value to his clients in any way he can.
About The Exit Planning Institute
The Exit Planning Institute is the Authority in Exit Planning and Value Acceleration. Pioneering an industry since 2005, The Exit Planning Institute® (EPI®) serves an elite, high-caliber group of professional advisors, committed to serving the needs of business owners. These advisors come from diverse areas of professional specialty, including Attorneys, CPAs and Accountants, Business Brokers, Financial Planners, Valuation Advisors, Investment Bankers, Estate Planners, Commercial Lenders, Consultants, Wealth Managers, Insurance Professionals, Mergers & Acquisition Advisors, and other Professional Advisors
About WPWealth LLP
WPWealth LLP is a Registered Investment Advisor with the Securities and Exchange Commission. WPWealth is comprised of a team of certified financial professionals whose mission is to offer comprehensive, unbiased advice to clients, knowing all working aspects of their financial situation. For more information on WPWealth, please visit www.wpwealth.com.
