XPX San Antonio
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 47 members
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BRUCE J SWEARINGEN
Investment Adviser Representative
Principal Financial Group
Companies need any of the services listed below in What do you hope to receive from and contribute to the XPX membership? As well as those listed in Committee Opportunities
Member for 2 Years
Paul Moreno
VP
Live Oak Bank
You are seeking financing to buy our sell a business.
Member for 1 Year
Robert Latham
President, Managing Partner
IBG Business / Altapraem M&A Advisors
You or someone you know needs an M&A advisor to help sell their business.
New Member
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek
Managing Director & Founder
South Highland Ventures LLC
You need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.
Member for 1 Year
Summit Sponsor Bronze
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John F Dini
Principal
The Exit Planning Coach
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 6 Years
Summit Sponsor Silver
Jason Brown
Managing Partner
PGP Advisory
You or a client needs advise on how best to sell or acquire a business.
Member for 1 Year
Michael Gugliotti
Senior Sales Executive
SWBC PEO
You need help solving problems in HR, Benefits, Payroll or Risk Management.
New Member
Summit Sponsor Bronze
Jerry Mathis of M A R INSURANCE GROUP is a member of XPX San Antonio
Jerry Mathis
VISIONARY
M A R INSURANCE GROUP
You need help with your employee benefits programs, or when you are nearing Medicare eligibility and are looking to co-ordinate your group plan with social programs.
Member for 5 Years
Andrea Longoria
Relationship Manager
Comerica Bank
A business owner is looking for a banking partner with Government Service, Healthcare, and International Trade expertise.
New Member
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
President
theKFORDgroup
You need a business valuation or forensic accounting to assist you in making critical financial decisions
Member for 4 Years
Summit Sponsor Bronze
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
You are looking to plan for the future and protect your assets.
Member for 2 Years
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
CPA
Jorge Herrera CPA CIA PC
You want to increase your profits and manage your business stress!
Member for 5 Years
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
Kirk W Francis
CEO & Principal
Financial Life Advisors
You want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.
Member for 5 Years
Melinda Adams of M&T Financial Partners is a member of XPX San Antonio
Melinda Adams
Financial Planner
M&T Financial Partners
Your client needs guidance on business progression or exit planning in the area of financial planning
New Member
Amy House of Growin' Out Loud Darlin' LLC is a member of XPX San Antonio
Amy L House
CEO/ Founder
Growin' Out Loud Darlin' LLC
Referrals need business consulting, executive coaching, leadership training or marketing support
Member for 1 Year
Tom Jordan of EXodus/CompLink LLC is a member of XPX San Antonio
Tom J Jordan
President and Founder
EXodus/CompLink LLC
An owner wants to explore the 9 ways to retain and reward their key people and needs an organization that can design, install, manage, administer and can handle all the due diligence.
New Member
Glen Yale
President
Yale Law Firm P.C.
You have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
Member for 5 Years
Daniel Lasater
SVP
PNC
A business owner or executive is in need of a strategic partner who can assist in the need for financing, deposit services or planning for themselves or for their company.
Member for 5 Years
Summit Sponsor Silver
Matthew Delgado of Broadway Bank is a member of XPX San Antonio
Matthew Delgado
SVP
Broadway Bank
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Member for 4 Years
Summit Sponsor Silver
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
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.
New Member
Summit Sponsor Silver
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos F Guevara
Senior Broker
VR Business Brokers San Antonio TX
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 5 Years
Angel Salinas
CEO
Sandler Training San Antonio
Sandler Training offer sales development services to companies through: sales training, sales management coaching and sales consulting.
New Member
Keegan Villa
Vice President
Truist Bank
A business owner needs a consultative, strategic banking partner with access to national industry leaders
New Member
Summit Sponsor Silver
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James D. Rosenblatt
Mr.
Rosenblatt Law Firm
Your business needs legal help.
Member for 3 Years
Summit Sponsor Platinum
Lisa Mochel of Lone Star Capital Bank is a member of XPX San Antonio
Lisa Mochel
Vice President
Lone Star Capital Bank
8:00 a.m. - 5:00 p.m. Monday-Friday
Member for 2 Years
Summit Sponsor Bronze

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