XPX Charlotte
Leaders

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 8 members
Ann Marie Williams
Executive Director
JP Morgan Private Bank
Investments, estate planning, liquidity events, managing cash
  • Board Member
  • Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
    Michelle Fritsch
    Founder, CEO
    Retirement Wellness Strategies
    Exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.
  • Secretary
  • Carrie L Dyckman
    Owner
    BGW CPA, PLLC
    You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.
  • Treasurer
  • Board Member
  • Finance Chair
  • Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
    Tom Bixby
    CEO
    EvaluSys LLC
    A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.
  • Board Member
  • Past President.
  • Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
    Andrew Kittelson
    Senior Vice President
    UBS Financial Services
    You are trying to grow your business and planning for the eventual exit.
  • Board Member
  • Sponsorship Chair
  • Brandy Milazzo of Ascension Law is a member of XPX Charlotte
    Brandy B Milazzo
    Founding Partner, Owner
    Ascension Law
    To prevent legal issues from becoming an obstacle to your professional and business success.
  • Board Member
  • Governance Chair
  • Adam Petricoff of VR Mergers & Acquisitions is a member of XPX Charlotte
    Adam Petricoff
    Managing Partner
    VR Mergers & Acquisitions
    A business owner is considering selling their privately held business and seeking professional representation
  • President
  • Board Chair
  • Michael Stier of FocusCFO is a member of XPX Charlotte
    Michael Stier
    Area President - Carolinas
    FocusCFO
    FocusCFO is a leader in embedded fractional CFO services. Guiding business owners with growing revenue, profit and business value; cashflow management, strategic planning, operational performance
  • Board Member
  • Events Chair
  • Gold Sponsors

    Silver Sponsors

    Bronze Members