Shaw Collins*, CEPA^TM, MBA, MSIT

Shaw Collins is an Investment Advisor Representative, holding the Certified Exit Planning Advisor (CEPA^TM) and Enrolled Agent (EA) designations (allowing him to represent clients to the IRS), with years of experience helping business owners grow, protect, and ultimately exit their businesses on their terms.

Through the CEPA framework, Shaw aims to help clients increase their company's value while aligning business, personal, and financial goals. He focuses on transition readiness, value acceleration, and orchestrating strategic exits—whether to a family member, management team, private buyer, or investor.

In addition to exit planning, Shaw provides:

• Business Valuation & Growth Advisory: Helping business owners understand and increase what their business is worth
• Wealth Management & Personal Financial Planning: Coordinating business success with long-term financial security

Shaw began his financial services career in 1988. He holds FINRA Series 7, Series 63, and Series 66 securities registrations and is licensed as a broker and/or investment advisor representative in more than a dozen states.

He earned a Bachelor of Science in Computer Information Systems (CIS), a Master of Science in Information Technology (MSIT), and a Master of Business Administration (MBA). Shaw is also a member of Mensa and Intertel.

Shaw and his wife of over 44 years have 2 sons and 9 grandchildren. His hobbies include Target Shooting, Drone Video (licensed FAA Drone Pilot) and taking his family to Disney World and Universal Studios.