Case Study Continued: Early Personal Planning- Goal Settings & Valuations


This event will focus on Early Personal Wealth Planning for the principal owners. Specifically focusing on Goal Setting & identification of any Wealth/ Valuation Gap. Process steps covered:

  • Discovery
  • Wealth Planning
  • Business Information
  • Business Valuation


Meet our Speakers:

Jim Benedict, CPA, CFP®, CEPA®
SVP – Senior Wealth Strategist, PNC Wealth Management
XPX Charlotte Events Committee

Jim Benedict has over 25 years of experience leading the deep and dynamic discovery process to achieve a mutual understanding of your family, business (if applicable) and financial goals. He earned a Bachelor of Science in Business Administration with concentrations in Accounting and Managerial Law from the University of North Carolina at Chapel Hill. Jim holds an active license in North Carolina as a Certified Public Accountant and is also a Certified Financial PlannerTM.

Andrew Kittelson, CIMA, CEPA®
Senior Vice President – UBS Financial Services
XPX Charlotte Founder & Sponsorship Chair, Events Committee

As a member of Gateway Wealth Management at UBS, we specialize in bringing a holistic wealth management approach to a select group of families of closely held businesses as well as corporate executives. As a Certified Exit Planning Advisor (CEPA), I have expertise in guiding successful entrepreneurs and wealthy families through the transfer of ownership of their privately held companies. With experience regarding liquidation events, mergers & acquisitions and exit strategy, I am one of a select group of wealth managers that truly specializes in taking business owners comfortably through the Owner to Investor transition.

Ann Marie Williams, JD, CPA/PFS
Executive Director, JP Morgan Private Bank
XPX Charlotte Events Committee

Ann Marie Williams is an Executive Director and Client Advisor at J.P. Morgan Private Bank in Charlotte, North Carolina. She provides banking, investing, estate planning and philanthropic advice to the region’s wealthy families, corporate executives and accomplished entrepreneurs. Ann Marie earned a J.D. from Western Michigan University’s Thomas M. Cooley Law School. She also received an M.S. in Professional Accountancy from Walsh College and a B.S. in Accounting from Michigan State University.

Updated: Jan 12, 2022

About the author
Cheryl Centeno of XPX Global is a member of XPX

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