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.
Showing 5 members
Allen P. Bertin
You know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.
Co-President Membership Committee Chair
Advanced Benefit Solutions
Clients have needs to be addressed in an exit plan that involve life insurance.
Sponsorship Chair Event Committee
Wealth Management Partner
ML&R Wealth Management
You need guidance on how to plan for your financial future as a result of a potential liquidity event.
A business needs marketing and branding strategy to prepare for growth and acquisition. Or post-acquisition to address messaging and sales enablement for rapid growth.
Co-President Events Chair Committee
Senior Private Client Advisor
Texas Capital Bank
An opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.