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  • Exit Planning Exchange
Exit Planning Exchange
May
31

XPX Greater Boston: Join the Greater Boston Chapters of XPX and AM&AA for a Joint Spring Social

Details

Date & Time

Tue, May 31st, 2022 â‹… 4:30pm - 7:00pm (EDT)

Location

Lord Hobo Brewing Co., 5 Draper St., Woburn, MA 01801

Tickets

Non-Members
$75.00
XPX Greater Boston Members
$45.00
Guests

Registrants

62 people attended
Richard Breed of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
HR
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Robert Seltzer of Ross Louis LLC is a member of XPX Greater Boston
+57





AM&AA MEMBERS MUST REGISTER THROUGH THEIR ORGANIZATION.
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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Richard Breed of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Richard IV Breed
Tarlow Breed Hart & Rodgers, PC
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
HR
Havell Rodrigues
New Majority Capital
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Robert Seltzer of Ross Louis LLC is a member of XPX Greater Boston
Robert Seltzer
LockeBridge Capital Partners
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
Nicholas Carbone of Commonwealth Financial Group is a member of XPX Greater Boston
Nicholas Carbone
Commonwealth Financial Group
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
PS
Paul Schmid
Arent Fox LLP
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric Cooper
Commonwealth Financial Group
Alex Weatherall of Expense Reduction Analysts, Inc. is a member of XPX Greater Boston
Alex Weatherall
Expense Reduction Analysts, Inc.
JK
Jessica Kouyoumjian
Cambridge Savings Bank
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston
Bill Jarry
BNY Mellon
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
GS
George Shaw
DGC
AB
Adam Bispham
Cambridge Savings Bank
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Bill Rodgers
Tarlow Breed Hart & Rodgers, PC
Kevin Dougherty of KD-Partners Business Brokerage and Valuation Services is a member of XPX Greater Boston
Kevin Dougherty
KD-Partners Business Brokerage and Valuation Services
DR
David Roache
Exit the Family Business
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
John Colucci of McLane Middleton is a member of XPX Greater Boston
John Colucci
McLane Middleton
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
CH
Carol Hansen
TD Bank, N.A.
TS
Tom Sherwin
CEO Resources, Inc.
KK
Kimberly Kramer
McLane Middleton, Professional Association
DS
Dave Schneider
RIVER BIRCH PARTNERS
TD
Travis Drouin
Baker Tilly US
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
BM
Brent Mathews
The Provident Bank
WW
William Wilcoxson
Osage Advisors
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
BK
Brendan Kiernan
Mirus Capital Advisors
LW
Louise Wager
BNY Mellon
PK
Philip Kane
U.S. Bank
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
AO
Alex Olson
KLR Wealth Management
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
CS
Craig Slater
Morgan Stanley
TK
Tommy Keyes
Sierra Succession
CD
Caleb Donnelly
93 North Capital
LH
Lisa Hudson
Washington Trust Company
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Gregory Caswell
Caswell Vlachos Group
MM
Mary McCooe
Maselan & Jones, P.C.
MD
Mark Diebus
Middlesex Bank
Brian Kelleher of Mohamed-Merola Private Wealth at JP Morgan is a member of XPX Greater Boston
Brian Kelleher
Mohamed-Merola Wealth Management
EB
Ed Blum
KLR Executive Search Group LLC
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
CW
Charles Wyrwa
Peoples United Bank
LY
Li-Mei Yang
Customers Bank
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
PR
Patrick Rosseel
People's United a division of M&T Bank
KR
Keziah Robinson
Cassia Partners, LLC
CB
Chuck Budd
Avidia Bank
ZD
Zach Drexler
Gemini Investors
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
Mohamed-Merola Wealth Management
Shavon Prophet of ICA Group & MassCEO is a member of XPX Greater Boston
Shavon Prophet
MassCEO
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Wealth Management
BG
Bethany Grazio
Ruberto, Israel & Weiner, PC