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    © 2025 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
18

XPX San Antonio 2025 Summit

Details

Date & Time

Thu, Sep 18th, 2025 ⋅ 8:30am - 1:00pm (CST)

Location

Club at Sonterra- 901 Sonterra Blvd., San Antonio, TX 78258

Tickets

Non-Members
$200.00
Non-Members Same Day Fee
$225.00
San Antonio Members
$150.00
San Antonio Members Same Day Fee
$175.00
XPX Chapter Network Members
$175.00
XPX Chapter Network Members Same Day Fee
$200.00
Guests

Registrants

87 people attended



XPX San Antonio – Summit – Exit Planning Exchange

Click here to download the Summit Program.


Registration Fees:

XPX San Antonio Members: $150.00
XPX San Antonio Same Day Fee: $175.00

XPX Chapter Network Members: $175.00
XPX Chapter Network Members Same Day Fee: $200.00

Non-Members: $200.00 
Non-Members Same Day Fee: $225.00

No refunds or credits will be given for cancellations.  This registration is not transferable to another individual - no substitutes please.

===================================================

Thank you to our Summit Sponsors:

PLATINUM SPONSORS





KEYNOTE SPONSOR



GOLD SPONSOR



BRONZE SPONSOR


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
Jorge Herrera CPA CIA PC
DG
David Gray
United Texas Credit Union
Patrick Johnston of Murphy Business Sales - Texas Region is a member of XPX Houston
Patrick Johnston
Murphy Business Sales - Texas Region
LS
Lauren Sracic Ciminello
Jackson Walker, LLP
VH
Victoria Herrera
Herrera CPA
SM
Shari Mao
Jackson Walker LLP
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Central Texas CFOs LLC
SB
Shannon Badger
Badger CPA
JB
Jonathan Badger
Badger CPA
Kelly Shy of JDSM Enterprises, Inc. is a member of XPX San Antonio
Kelly Shy
JDSM Enterprises, Inc.
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Bankler Partners
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
MW
Michelle White
RSI & Associates, Inc.
Gerald (Jerry) Brown of RSI & Associates, Inc. is a member of XPX San Antonio
Gerald (jerry) Brown
RSI & Associates, Inc.
MC
Michael Cantu
RSI & Associates, Inc.
LH
Lorine Hernandez
RSI & Associates, Inc
Dave Key of Murphy Business and Financial is a member of XPX Houston
Dave Key
Murphy Business and Financial
OW
Olga Walker
Texas Partners Bank
MB
Maria Breen
Texas Partners Bank
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
theKFORDgroup
KP
Kandice Persad
Frost Bank
PW
Preston Woolfolk
Documation
Lisa Fullerton of A Novel Idea, LLC (A.N.I.) is a contact of XPX
Lisa Fullerton
A Novel Idea, LLC (A.N.I.)
LW
Louann Wagner
Texas Auto Carriers
FW
Ford Wagner
Texas Auto Carriers
Cathy Carroll of Legacy Onward, Inc. is a member of XPX San Antonio
Cathy Carroll
Legacy Onward, Inc.
DG
Dr. Joe Gonzales
Physician Life Care Planning, LLC
SB
Spencer Brown
Family Tree Private Care
DK
David Kriese
Sunbelt Business Brokers of Colorado
Lisa Mochel of Rio Bank is a member of XPX San Antonio
Lisa Mochel
Rio Bank
Nathan Doty of PNC Private Bank is a member of XPX San Antonio
Nathan Doty
PNC Private Bank
GV
Gina Valorz
Bankler Partners
Joe Gonzales of Physician Life Care Planning is a contact of XPX
Joe Gonzales
Physician Life Care Planning
JG
Jackie Gonzales
WF
Will Fernandez
GK
Gregory Kelly
Jeremy Calvert of Vighter is a member of XPX
Jeremy Calvert
Vighter
MM
Manuel Martinez
GS
Greg Stouffer
Rio Bank
CH
Claudia Hinojosa
Rio Bank
SM
Samantha McKee
Rio Bank
WG
Wayne Gordon
Glaucon Capital Partners
JB
Jamie Bekken
PlainsCapital Bank
Sarah Salgado of MPN Incorporated is a member of XPX San Antonio
Sarah Salgado
MPN Incorporated
AT
Ashley Thrane
ExitMap
BS
Brenda Spencer
Benchmark International
BK
Brannon Kroll
1900 Wealth
JG
Javier Guerra
Melinda Adams of M&T Financial Partners is a member of XPX San Antonio
Melinda Adams
M&T Financial Partners
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
Kirk Francis
Financial Life Advisors
Jennifer Edwards of The KFORD Group is a member of XPX San Antonio
Jennifer Edwards
The KFORD Group
KV
Kasey Vanacek
Alamo Cafe & Salata
MM
Melissa Mastrodomenico
Michael Landers of UHY LLP is a member of XPX Houston
Michael Landers
UHY LLP
David Spellman of Spellman Capital Strategies is a member of XPX San Antonio
David Spellman
Spellman Capital Strategies
BY
Brett Yates
SY
Susan Yates
MC
Monica Ricks
PAX Financial Group
Carolyn Smith of C3FP is a member of XPX San Antonio
Carolyn Smith
C3FP
RL
Ruben Linder
HN
Howie Nestel
Sharkmatic
FA
Fernando Almendariz
Almendariz Insurance Services, LLC
JW
Julie Woolfolk
John Seybold of Employer Flexible is a member of XPX San Antonio
John Seybold
Employer Flexible
AD
Alanna D’antonio Garcia
MS
Mandy Smith
AP
Angelo Paulino
Employer Flexible
JO
Jennifer Olivarez
Employer Flexible
MM
Matt Morua
Employer Flexible
EC
Enrique Javier Cervantes
London Consulting
RA
Robert Aguirre
SR
Sandra Rogers
Texas Parking Lots
DR
Darren Rogers
Texas Parking Lots
CL
Carla Laws
Texas Parking Lots
EW
Ed White
Texas Heritage Bank
MM
Mary Lisa Mireles
Rosenblatt Law Firm
NJ
Nicole Jackson
Rosenblatt Law Firm
SM
Shelley Mann
Strategic Sales Advisors LLC
RC
Roxane Cook
Beth Eby of Eby Financial and Insurance is a member of XPX San Antonio
Beth Eby
Eby Financial and Insurance
David Velez of 44 Business Capital- A Division of Berkshire Bank is a member of XPX Houston
David Velez
44 Business Capital- A Division of Berkshire Bank
JF
Jon Fitzsimon
PAX Financial Group
Christine Hollinden of Hollinden Marketing Solutions, LLC is a member of XPX Houston
Christine Hollinden
Hollinden Marketing Solutions, LLC
IL
Iris Li
New Frontier Enterprises, LLC
SH
Socorro Herrera
Herrera CPA
JH
Jimmy Holmes
San Antonio Business Journal