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 Jersey Leaders

The leaders of the Exit Planning Exchange – XPX New Jersey 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
Wells Fargo Advisors, LLC
SVP - Business Banking Team Lead
Wintrust Financial
CLU
Life Capital Partners
San Antonio Business Journal
Principal
BerryDunn
CEO, Certified Funding Specialist
Retirement Solutions
Assistant Dean Liberal Studies
Community College Of Philadelphia
Partner
Marks Paneth LLP
Commercial Lender
BankProv
CEO
Value Creation Partners
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