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 Triangle Leaders

The leaders of the Exit Planning Exchange – XPX Triangle 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

Founder & Chief Experience Officer
Cravety
VentureScope, LLC
Charitable Planning Consultant
Fidelity Charitable
VP/Regional Director
Amerivest Group
Vice President Commercial Banking
First Citizens Bank
Managing Director
Value Growth Partners, LTD.
ChFC, CFP
Financial Care Providers
Senior Vice President
Bank of America Merrill Lynch
President
TAB of Northern NJ
Spotlight Marketing
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