The team at Heritage Investors has a proud tradition of growth and continued education. We are pleased to announce that our very own Amy Ahrens has continued this legacy by earning the Certified Exit Planning Advisor designation. Earning the CEPA® status means that Amy has fulfilled all of the prerequisite and educational requirements, and has passed the final exam. The CEPA® designation is issued by the Exit Planning Institute and ensures that the recipient is in good standing with the EPI, and displays the competencies required for successful exit planning.
This latest achievement is just one of many in a long and successful career that has spanned multiple industries. Amy began working in her family’s mechanical contracting business before transitioning to teaching. Since then, Amy has found success in many different roles, including logistics, sales, and system creation. Since joining the Heritage family, Amy has worn several hats. She serves our business and our clients as the Chief Operations Officer and Chief Financial Officer.
With her CEPA®, Amy will continue to offer the same excellent service that she has become known for. However, she will become a more active presence with Heritage Business clients. We can’t say enough about Amy and her wonderful contributions to the Heritage family. We, at Heritage, are so proud of her and look forward to all that the future holds for Amy. Be sure to stop in and congratulate Amy, the next time you’re in the office!
Congratulations Amy On Receiving Your CEPA® Designation!
Learn how Amy and our team of Certified Exit Planning Advisors™ can help you in retirement goals.