Members

Connect with the Industry’s Most Powerful Group of Professional Advisors

Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you.

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Showing 34 Members
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David Spellman of Spellman Capital Strategies is a member of XPX San Antonio
David Spellman
Director
Spellman Capital Strategies
Call me when... Clients are facing upcoming or past capital gain taxes. We provide unique tax mitigation strategies.
New Member
Glen Yale
President
Yale Law Firm P.C.
Call me when... you have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
Member for 7 years
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Partner
Central Texas CFOs LLC
Call me when... You have a Construction company with an XPX need
Member for 7 years
Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Call me when... We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Member for 7 years
Shirley Bennett
Owner
Barrett, Cooper & Assoc. PC
Call me when... 9am - 5pm Monday thru Friday
Member for 4 years
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
President
theKFORDgroup
Call me when... You need a business valuation or forensic accounting to assist you in making critical financial decisions
Member for 7 years
David Gray
VP and Manager Commercial Lending
United Texas Credit Union
Call me when... Commercial banking, investment real estate financing, SBA,SBA 504 and USDA guaranteed loans, owner-occupied real estate financing
Member for 1 year
Rollins Rubsamen
Senior Vice President - Investments
Graystone Consulting - Morgan Stanley
Call me when... You need highly customized, holistic wealth strategies solutions for ultra high net worth individuals, families and family offices, with an investment boutique experience utilizing the vast resources of a global financial firm - Morgan Stanley.
Member for 1 year
Gerald (Jerry) Brown of RSI & Associates, Inc. is a member of XPX San Antonio
Gerald (Jerry) Brown
President, Senior Appraiser
RSI & Associates, Inc.
Call me when... Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
Member for 7 years
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
Kirk Francis
CEO & Principal
Financial Life Advisors
Call me when... you want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.
Member for 7 years
Angel Salinas
CEO
Sandler Training San Antonio
Call me when... Sandler Training offer sales development services to companies through: sales training, sales management coaching and sales consulting.
Member for 2 years
Lawrence (Larry) Schumann of Corporate Investment is a member of XPX San Antonio
Lawrence (Larry) Schumann
Managing Director
Corporate Investment
Call me when... the owner of a privately held business begins the process of planning and preparing for their eventual exit from their business, whether it be an inside sale or a sale to a third party.
Member for 7 years
Steve Dziuk, CFP, CRPC of Mesquite Wealth Management Group is a member of XPX San Antonio
Steve Dziuk, CFP, CRPC
Private Wealth Advisor, President
Mesquite Wealth Management Group
Call me when... Our passion is to create financial peace of mind for our clients. Our core values are Family, Faith, Desire to help people, Honesty and Happiness.
Member for 2 years
Nathan Doty
Vice President, Relationship Strategist
PNC Private Bank
Call me when... I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.
Member for 2 years
Lisa Mochel of Lone Star Capital Bank is a member of XPX San Antonio
Lisa Mochel
Senior Vice President
Lone Star Capital Bank
Call me when... You want to have a relationship with your business bank.
Member for 4 years
Shelley Mann
Principal/Outsourced VP Sales
Strategic Sales Advisors LLC
Call me when... Sales is a problem and you don't know how to fix it
Member for 2 years
David Cohn
Managing Director
Steward Partners
Call me when... You are working with a business owner who needs comprehensive wealth planning related to the sale of their business.
Member for 1 year
Rowe Blount
Client Advisor
C3 Financial Partners
Call me when... it's convenient for you!
Member for 2 years
John Seybold of Employer Flexible is a member of XPX San Antonio
John Seybold
Market Manager
Employer Flexible
Call me when... You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.
Member for 4 years
Melinda Adams of M&T Financial Partners is a member of XPX San Antonio
Melinda Adams
Financial Planner
M&T Financial Partners
Call me when... your client needs guidance on business progression or exit planning in the area of financial planning
Member for 2 years
Jordan Dickson of Dickson Wealth Management of Raymond James is a member of XPX San Antonio
Jordan Dickson
Associate Vice President, Wealth Management
Dickson Wealth Management of Raymond James
Call me when... I create and manage custom financial plans ranging from individual retirement/estate planning, exit planning for business owners, and entity investing for both non-profit and for-profit businesses.
New Member
SHANN CHAUDHRY of Shann M. Chaudhry ESQ Attorney At Law PLLC is a member of XPX San Antonio
SHANN CHAUDHRY
Owner and Managing Partner
Shann M. Chaudhry ESQ Attorney At Law PLLC
Call me when... You are looking to plan for the future and protect your assets.
Member for 5 years
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
CPA
Jorge Herrera CPA CIA PC
Call me when... You want to increase your profits and manage your business stress!
Member for 7 years
Kelly Shy of JDSM Enterprises, Inc. is a member of XPX San Antonio
Kelly Shy
Vice President of Business Development
JDSM Enterprises, Inc.
Call me when... We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
Member for 6 years

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