2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
BREAKOUT
Trace Udall
Wealth Management Advisor
Narrow Framing and the Value Acceleration Methodology
Trace Cowley Udall Certified Financial Planner | Certified Exit Planning Advisor | Accredited Investment Fiduciary | Managing Partner at Udall Wealth Management Private Client Services
Trace is an accomplished financial professional with over 30...
ABOUT TRACE
Trace Cowley Udall
Certified Financial Planner | Certified Exit Planning Advisor | Accredited Investment Fiduciary | Managing Partner at Udall Wealth Management Private Client Services
Trace is an accomplished financial professional with over 30 years of experience in wealth management, business consulting, and financial planning. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Trace has dedicated his career to providing comprehensive financial strategies and wealth management solutions to high-net-worth individuals, families, and business owners.
Trace holds a Bachelor of Arts in Economics and Russian and Eastern European Studies from Arizona State University.
Whether guiding business owners through the intricacies of succession planning, advising families on intergenerational wealth transfer, or helping individuals plan for retirement, Trace takes pride in delivering solutions that are both effective and forward-thinking.