XPX Maryland
Leaders

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 12 members
Karen Brogan
CFO
Capital Services, Inc.
At Capital Services, we provide our clients with unparalleled HR Consulting expertise with the goal of creating a "best-in-class" HR infrastructure to allow you to accomplish your goals and objectives
David Kuzma
Private Family Advisor
Aquilo Private Wealth Advisors
Your Client needs to plan on how to integrate their business, financial and personal life to achieve a life of purpose and want to make the world a better place.
Robert Kalinoski of Kalinoski & Riordan, P.A. is a member of XPX Maryland
Robert D. Kalinoski
Attorney
Kalinoski & Riordan, P.A.
You have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Lead Advisor & Director of Investment Strategy
Moore Wealth Inc.
A client needs help structuring their business and personal finances to keep the most money in their pocket.
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian MacMillan
Managing Director M&A
Baltimore Washington Financial Advisors
You or your client is interested in buying or selling a business.
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley J. Lombardo
Chief Operating Officer
Evergreen Advisors
Client has a challenge on the Corporate Finance portion of their business.
D. Michael Reid of Expense Reduction Analysts is a member of XPX Maryland
D. Michael Reid
Director
Expense Reduction Analysts
A client needs to improve their bottom line in order to increase the value of their company.
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Principal Consultant
Prescott HR
You have a client or prospect that has employees.
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Attorney
Davis, Agnor Rapaport & Skalny, LLC
Clients need experienced counsel with business succession planning and mergers and acquisitions.
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
President
EGT Advisors
You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina K. Wasmer
President & CMO
Incite Creative
You or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.
Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy D. Ward
Director
KatzAbosch
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

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