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

Stein Sperling Bennett De Jong Driscoll PC
Maura Fredericks, LLC
Managing Member
Tributum CPA Group,LLC
Ennis Legacy Partners
Cortland Valuation
Chief Operating Officer
Employee Benefit Research Institute

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)

Gold Sponsors

Silver Sponsors

Bronze Sponsors

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