Giving Back To Our Community

Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.

About Our XPX New England Leaders

The leaders of the Exit Planning Exchange – XPX New England Chapter include prominent professionals in the local market. The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter!

Leader Directory

Financial Advisor
SWBC Wealth Management
Wealth Advisor
McLean Wealth Partners
Leadership Role
Sponsorship Chair
Manager, Attorney
Venn Law Group
Peterson
Vice President
Key Bank
CEO
The Resolve Firm
Managing Director, Family Wealth & Business Transition Planning
The Colony Group
Clearview Capital
Evans Incorporated
CEO
Legacy CPA Services
Leadership Role
Finance Committee Co-Chair
Partner
BGW CPA
Founder
The Free Agent
President
myWEALTHCARE
insight180
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Chapter Committees

Get involved and make deeper connections – join a committee!  The following committees are looking for additional members:

Membership: Matthew Slaney, FinArc Investments, Inc. (Chair) | Ryan Gass, Cambridge Trust Company  | Harry Mink, Touchstone Advisors | Aaron Naisbitt, Dunn Rush & Co. LLC | Alex Olson, Wilmington Trust

Governance: Bill Rodgers, Tarlow, Breed, Hart & Rodgers, P.C.

Marketing: Ashley Agnew, Centerpoint Advisors LLC – (Chair) | Shawn Mills, Three Horsemen, LLC | Kerri Salls, This Way Out Group, LLC

Treasurer: Trammel Martin, UBS Private Wealth Management (Chair)

Programming: Rudy Scarito, RS Finance & Consulting, LLC (Chair) | Ashley Agnew, Centerpoint Advisors LLC | David Czarnecki, Morse, Barnes-Brown & Pendleton | Ryan Gass, Cambridge Trust |Trammel Martin, UBS Private Wealth Management | Justin Merola, Mohamed-Merola Wealth Management  | Lynn Schade, Middlesex Savings Bank 

Power of 3: Tom LeBlanc (Chair)

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