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 10 Members
Membership Committee
Elaine Eisner
Principal
Eisner Gohn Group
Call me when...
You need to understand an existing Insurance solution or look at new insurance strategies.
Launch Committee
Founder
Launch Committee
Jennifer Hallos
Attorney
McCarthyLebit Crystal & Liffman
Call me when... you or a client needs guidance on trust and estate planning that is focused on asset protection planning and tax minimization.
Launch Committee
Membership Committee
Sarah McIntosh
BDO/Realtor/Auctioneer
KIKO Auctioneers & Advisors
Call me when... your clients have liquidity needs.
Launch Committee
Shawn Ely
Managing Director
Lazear - ESOP Advisory
Call me when... You or your client are exploring Succession Planning / Transition options for your business.
President
Launch Committee
Founder
Linda Olejko
President and CEO
Cleveland Private Trust Company
Call me when...
I develop strategies to protect and secure my clients' wealth while simplifying their lives as they transition from "owner" to "investor"
Launch Committee
Darlene Campagna
President & Owner
Direct Opinions
Call me when... Direct Opinions specializes in the development of customer experience, employee engagement and market intel initiatives that help clients identify their competitive advantage and accelerate profitable business growth.
Vice President
Sponsor Chair
Membership Committee
Launch Committee
Founder
Eric Wulff
Sr VP- Financial Advisor
Wealth Enhancement
Call me when... your business is at a fork in the road and you are debating whether to grow it further or sell it
Membership Chair
Launch Committee
