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
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina K. Wasmer
President & CMO
Incite Creative

Call Me When... 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.

  • Communications Chair
  • Kimberly Prescott of Prescott HR is a member of XPX Maryland
    Kimberly Prescott
    President
    Prescott HR

    Call Me When... you have a client or prospect that has employees.

  • Secretary
  • Robert Kalinoski of Kalinoski & Riordan, P.A. is a member of XPX Maryland
    Robert D. Kalinoski
    Attorney
    Kalinoski & Riordan, P.A.

    Call Me When... you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.

  • Governance
  • Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
    Erik Moore
    Partner & Director of Investment Strategy
    Moore Wealth Inc.

    Call Me When... A client needs help structuring their business and personal finances to keep the most money in their pocket.

  • Emerging Professionals Chair
  • D. Michael Reid of Expense Reduction Analysts is a member of XPX Maryland
    D. Michael Reid
    Director
    Expense Reduction Analysts

    Call Me When... A client needs to improve their bottom line in order to increase the value of their company.

  • Power of 5
  • Stuart Welsh of EGT Advisors is a member of XPX Maryland
    Stuart Welsh
    President
    EGT Advisors

    Call Me When... 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.

  • Immediate Past President
  • Timothy Ward of KatzAbosch is a member of XPX Maryland
    Timothy D. Ward
    Director
    KatzAbosch

    Call Me When... You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

  • Treasurer
  • Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
    Scott Osborn
    Attorney
    Davis, Agnor Rapaport & Skalny, LLC

    Call Me When... clients need experienced counsel with business succession planning and mergers and acquisitions.

  • President
  • David Kuzma
    Private Family Advisor
    Aquilo Private Wealth Advisors

    Call Me When... 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.

  • Sponsorship Chair
  • Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
    Shelley J. Lombardo
    President
    Evergreen Advisors

    Call Me When... Client has a challenge on the Corporate Finance portion of their business.

  • Executive Committee
  • Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
    Brian MacMillan
    Managing Director M&A
    Baltimore Washington Financial Advisors

    Call Me When... you or your client is interested in buying or selling a business.

  • Programming Chair
  • Alexander R Roesner
    Private Wealth Advisor
    Black Diamond Financial

    Call Me When... You have a business owner that is trying to prepare to exit their company / Individual or family in need of complex financial planning / individual with a desire to learn more about private investments

  • Membership Chair
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