Members

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.

Member Directory

Showing 46 Members
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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 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.

New Member
Steve Griffith of Sales Builders Texas is a member of XPX San Antonio
Steve Griffith
President
Sales Builders Texas

Call Me When... Your company or a client needs help with sales. I can help them fix it, build a strategic plan, implement the plan, and coach a sales leader.

Member for 1 Year
Nathan A. 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 1 Year
Steven Hutson
Commercial Account Manager
First American Title National Commercial Services

Call Me When... business hours.

Member for 2 Years
Kelly Shy of JDSM Enterprises, Inc. is a member of XPX San Antonio
Kelly A 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 5 Years
JDSM Enterprises, Inc

Call Me When...

New Member
Sales San Antonio, LLC

Call Me When...

New Member
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... 8:00 a.m. - 5:00 p.m. Monday-Friday

Member for 3 Years
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek
Managing Director & Founder
South Highland Ventures LLC

Call Me When... you need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.

Member for 2 Years
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
Kirk W 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 6 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 1 Year
Kevin Shaughnessy of Sales Implementation LLC DBA Sales Xceleration is a member of XPX San Antonio
Kevin Shaughnessy
President
Sales Implementation LLC DBA Sales Xceleration

Call Me When... Your business is not achieving its revenue goals, has high sales turnover, or lacks sales systems and processes. I use the Sales Xceleration platform which facilitates sales and profitability growth.

Member for 6 Years
SHANN CHAUDHRY of Shann M. Chaudhry ESQ Attorney At Law PLLC is a member of XPX San Antonio
SHANN M 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 4 Years
Lawrence (Larry) Schumann of Corporate Investment is a member of XPX San Antonio
Lawrence (Larry) W. 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 6 Years
Mitchell Byrum
CFP
S. Harris Financial Group, LLC.

Call Me When... You have a questions about anything that you think I may be able to help with. Also, if you are seeking comprehensive financial planning and want to hear about how our team delivers that.

Member for 3 Years
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John F Dini
Principal
The Exit Planning Coach

Call Me When... I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.

Member for 7 Years
Shirley Bennett
Owner
Barrett, Cooper & Assoc. PC

Call Me When... 9am - 5pm Monday thru Friday

Member for 3 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 6 Years
Michael Gugliotti
Senior Sales Executive
SWBC PEO

Call Me When... you need help solving problems in HR, Benefits, Payroll or Risk Management.

Member for 1 Year
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 1 Year
Jimmy Holmes
San Antonio Business Journal

Call Me When...

New Member
Jason Brown
Managing Partner
PGP Advisory

Call Me When... You or a client needs advise on how best to sell or acquire a business.

Member for 2 Years
Jamie Gutierrez
VP Commercial Banker
PlainsCapital Bank

Call Me When... Commercial Lending is needed

Member for 1 Year
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos F Guevara
Partner
VR Business Brokers San Antonio TX

Call Me When... You have a client exploring the possiblity of selling the business, I can provide a complimentary Opinion of Value and general guidance of what to expect from the selling process.

Member for 6 Years

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