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 South Florida Leaders

The leaders of the Exit Planning Exchange – XPX South Florida 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

Senior accountant
KRD
Senior Vice President - Wealth Management, Wealth Advisor, Portfolio Manager
UBS Financial Services Inc.
Wealth Manager
Tannhauser Financial
Business Performance Advisor
Insperity
Partner
Grant Thornton, LLP
Owner
Claudia B Chocolates
PuppTech
Originations Leader
Hitachi Business Finance
Partner
KPMG
Managing Director
Wallace Capital Funding, LLC
CEO
Greiner Maltz Co of Long Island
Portfolio Analyst
Brown Advisory
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