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  • Exit Planning Exchange
Exit Planning Exchange
May
05

XPX Charlotte: Engagement Coffee (Members Only)

Details

Date & Time

Tue, May 5th, 2026 ⋅ 8:00am - 9:30am (EDT)

Location

Reid’s Fine Foods, South Park – 4331 Barclay Downs Drive, Charlotte NC 28209

Tickets

Charlotte Members
$0.00
Guests

Registrants

20 people attended
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Michael Stier of FocusCFO is a member of XPX Charlotte
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
+15

Informal Coffee gathering for members to network and interact with one another. Feel free to come early and stay late or simply drop in from 8 AM – 9:30 AM when convenient for you.

Everyone pays for your own food and coffee.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Regions Bank - Private Wealth Management
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Dr. Elizabeth Teagarden
The Teagarden Group, LLC
Craig Field of Ryan Geer Field & Rhodes PLLC is a member of XPX Charlotte
Craig Field
Ryan Geer Field & Rhodes PLLC
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
SP
Shay Prosser
North 12 Partners
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Marie Williams
Williams Advisory, PLLC
Matt Doherty of Carnegie Private Wealth is a member of XPX Charlotte
Matt Doherty
Carnegie Private Wealth
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Mary Griesser
MLG Advisors
WM
Will Monday
SouthState Bank
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
PS
Paul Solitario
Bray Ventures, LLC
Kyle Larsen of Piecewise is a member of XPX Charlotte
Kyle Larsen
Piecewise
CL
Charlie Leichtweis
Experts In HOW, LLC
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Modera Wealth Management, LLC