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  • Exit Planning Exchange
Exit Planning Exchange
Apr
30

XPX Phoenix Chapter Launch Event

Details

Date & Time

Thu, Apr 30th, 2026 ⋅ 7:30am - 9:00am (MST)

Location

Grubb-House at Papago Golf Club | 5595 E Karsten Way | Phoenix, AZ 85008

Tickets

Non-Members
$0.00
Phoenix Members
$0.00
Guests

Registrants

76 people attended
Juan Ros of Forum Financial Management, LP is a member of XPX
AV
Shelli Hendricks of Blue Horizon Solutions LLC is a member of XPX Phoenix
Ryan Armstrong of Transworld Business Advisors is a member of XPX Phoenix
Mitcheel Marrujo of Equitas Analytics LLC is a member of XPX Phoenix
+71

Join us for the official launch of the XPX Phoenix Chapter — a community of trusted advisors who collaborate to help private company clients build business value, transfer ownership, and create a lasting legacy.

Our Speaker:


Jerry Morgan
Attorney
Quarles and Brady LLP

Jerry Morgan is a Phoenix-based real estate attorney at Quarles & Brady — and a former business owner who has been on the other side of the table. Before returning to law, Jerry served as both General Counsel and CFO of Arizona's largest for-profit hospice organization, giving him firsthand experience with the complexity, stakes, and human realities of a significant business transaction.

Join us as Jerry shares his exit journey and the lessons every business owner — and their advisors — need to hear.

Agenda:

7:30 AM – 9:00 AM: Program
9:00 AM – 10:00 AM: Networking (Optional)

Registration Fee:

There is no charge to attend this event but registration is required for headcount purposes. Breakfast and beverages will be provided.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Juan Ros of Forum Financial Management, LP is a member of XPX
Juan Ros
Forum Financial Management, LP
AV
Abran Villegas
Lazear
Shelli Hendricks of Blue Horizon Solutions LLC is a member of XPX Phoenix
Shelli Hendricks
Blue Horizon Solutions LLC
Ryan Armstrong of Transworld Business Advisors is a member of XPX Phoenix
Ryan Armstrong
Transworld Business Advisors
Mitcheel Marrujo of Equitas Analytics LLC is a member of XPX Phoenix
Mitcheel Marrujo
Equitas Analytics LLC
Juliet Peters of Framework Legal PLLC is a member of XPX Phoenix
Juliet Peters
Framework Legal PLLC
Stuart Wachs of Impact Group Growth Services is a member of XPX Phoenix
Stuart Wachs
Impact Group Growth Services
Sam Bachstein of HCVT LLP is a member of XPX Phoenix
Sam Bachstein
HCVT LLP
BC
Brooks Crandell
MORRIS HALL PLLC
TA
Tony Alfonso
Covitus Capital
Matthew Kanter of Mariner is a member of XPX Phoenix
Matthew Kanter
Mariner
John-Paul Reiger of National Christian Foundation Southwest is a member of XPX Phoenix
John-Paul Reiger
National Christian Foundation Southwest
TM
Tim Macdonald
National Christian Foundation Southwest
GT
Gavin Thompson
Know Your Talents
David Ogurek of Caber Hill Advisors is a member of XPX Phoenix
David Ogurek
Caber Hill Advisors
Shelley Detwiller DiGiacomo of Engelman Berger, P.C. is a member of XPX Phoenix
Shelley Detwiller Digiacomo
Engelman Berger, P.C.
John Marino of CSG Partners, LLC is a member of XPX Phoenix
John Marino
CSG Partners, LLC
AA
Ahmad Alrashedi
FairValueX
George Henderson of P.H.X. Wealth Management Group of Wells Fargo Advisors is a member of XPX Phoenix
George Henderson
P.H.X. Wealth Management Group of Wells Fargo Advisors
BK
Bj Kendrick
Equitable Advisors
XA
Xavier Almoro-Watkins
Equitable
JP
Joshua Peterson
Wells Fargo Advisors
MD
Maxwell Drexler
Wells Fargo Advisors
JA
Jennifer Armstrong
Transworld Business Advisors Phoenix
AA
Aldo Aprile
Aprile CPA
AM
Amy Morin
Thrīv Coaching
BB
Brent Bengtson
Transworld Business Advisors - Business Broker
AR
Amber Ramirez
Arizona Community Foundation
BG
Benjamin Greenberg
Four Corners Valuations
BH
Braden Haldeman
Strategic Medical Brokers
SP
Seema Pervez
Bell Bank
JS
Jennifer Smiljanich
SJS Investment Services
SB
Stephen Boatwright
Gallagher & Kennedy
TH
Tom Hunt
Tango Commercial Real Estate
Michael DiGrazia of Legacy Wealth Management is a member of XPX Phoenix
Michael Digrazia
Legacy Wealth Management
SV
Stefan van der Heyden
Health Operation Solutions
MH
Mark Herding
Camelback Wealth Consultants
Darren Griffith of Acrisure is a member of XPX Phoenix
Darren Griffith
Acrisure
CR
Christopher Rogers
Buchalter LLP
SN
Steven Nikolov
Onyx Accounting Group
GM
Greg Mattox
HonorHealth Foundation
SM
Sean McCarrick
US Bank
MG
Mark Gallivan
Amplify Financial / Sundial Tax Group
JR
Jorge Ramos
BRE-Business
RG
Ralph Gigliotti
R&A CPAs
MK
Matt Kaminski
Inflection Point Leadership, LLC
MM
Monica May-Dunn
Arizona Escrow & Financial Corporation
EP
Ed Plotkin
Oxbow Private Wealth of Raymond James
MK
Matthew Kerin
Grand Canyon University
Erik Schlesinger of Build Scale Prosper is a member of XPX Chicago
Erik Schlesinger
Build Scale Prosper
JB
Jordan Burg
CSG Partners
DS
Dale Shafer
Life Moves Wealth Management
MH
Mitch Hundman
Raymond James
NM
Nick Maddern
JP Morgan Private Bank
RW
Rose Willis
Transworld
Scott Holman of Edward Jones is a member of XPX Phoenix
Scott Holman
Edward Jones
GG
Gabriel Gasca
Midwest Regional Bank
AP
Austin Peterson
Backbone Planning Partners
MO
Michael Otradovec
Wealth Consulting Group
AP
Anthony Perez
Harvest Wealth Strategies
LS
Lisa Stratton
Arizona Community Foundation
DA
David Abraham
DAC Capital
JC
Jim Carroll
Transworld Business Advisors Phoenix
DH
David Hughes
Swenson Hughes Wealth Management
TC
Timothy Carstens
Capital Pro Partners
GB
Genevieve Blair
TransWorld
RM
Ross McDonald
KMcDonald Co
KM
Kevin McDonald
KMcDonald Co
NB
Natalie Bowers
Sunwest Bank
SH
Susan Hirshman
AZ Community Foundation
DV
Dan Vandusen
Objective Wealth, LLC
SN
Simon Newman
Newman Management Company