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.
Leader Directory
Showing 11 Members
Events Co-Chair
Michelle Fritsch
Founder, CEO
Retirement Wellness Strategies
Call me when... exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.
Director
Craig Danforth
Financial Advisor
Bernstein Private Wealth Management
Call me when... I specialize in working across generations to help families address the emotional aspects of financial decision-making.
President
Ann Williams
Executive Director
JP Morgan Private Bank
Call me when... Investments, estate planning, liquidity events, managing cash
Summit Committee Chair
Adam Petricoff
Managing Partner
VR Mergers & Acquisitions
Call me when... A business owner is considering selling their privately held business and seeking professional representation
Membership Co-Chair
Doug Havas
President/Founder
Pinnacle Sales Advisors
Call me when... A business is looking to maximize its value through increased revenues, and looking to establish better Sales processes and infrastructure, including a CRM, forecasting, comp plans, hiring and onboarding sales personnel.
Director
Joe Culik
Attorney
Dye Culik PC
Call me when... you need an attorney for business matters like fractional general counsel services, M&A, other contracts, disputes, employment law, franchise issues, and litigation.
Director
Elizabeth Teagarden
founder & principal consultant
CTK@work, a division of Conrad Trosch & Kemmy, P.A.
Call me when... A business owner wants to make changes that will impact their people: implement strategy, add headcount, improve process, increase productivity.
Vice President
Treasurer
Marketing Co-Chair
Michael Stier
Area President - FocusCFO
FocusCFO
Call me when... FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.
Governance
Sponsorship Chair
Brandy Milazzo
Founding Partner, Owner
Summit Law
Call me when... To prevent legal issues from becoming an obstacle to your professional and business success.
Membership Co-Chair
Andrew Kittelson
Senior Vice President
UBS Financial Services
Call me when... You are trying to grow your business and planning for the eventual exit.
Events Co-Chair
Matthew Bradbury
Managing Director
Business Acquisition & Merger Associates
Call me when... You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
Contact & Connect
Chapter Events
Feb 6, 2025 ⋅ 4:30pm - 7:30pm (EST)
Gold Sponsors
Silver Sponsors
Bronze Sponsors
