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 7 Members
Membership Co-Chair
Michelle Orr
Vice President
Live Oak Bank
Call me when... You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Programming
Christopher Michelsen
Founder & Advisor
Strategic Family Capital
Call me when... Exploring a Business Sale, an upcoming Liquidity Event, or have Investment Management and Planning Needs.
President
Jason Correia
CLA
Call me when... you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
Programming
Ken Zinghini
Partner
Martin LLP
Call me when... You need legal advice on a corporate or business matter -- such as financing (debt or equity), buying, selling, investing in or operating a business -- or are interested in the federal Opportunity Zones capital gains tax program.
Programming
Bradley Hardy
Managing Director Commercial Banking
Citizens Bank
Call me when... You have any kind of banking need or general question.
Power of Three
Christopher Martens
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
AssuredPartners
Call me when... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Membership Co-Chair
Nathan Collins
Financial Advisor
Raymond James
Call me when... your client needs tax, estate and financial planning from a wealth manager who has actual experience selling a company for mid-eight figures.
Contact & Connect
Chapter Events
Mar 26, 2025 ⋅ 1:30pm - 7:00pm (EST)
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