Fourth Annual

Owner & Advisor Summit

Save The Date: October 12, 2021

Fourth Annual

Owner & Advisor Summit

Save The Date: October 12, 2021

Advisor Directory

Get to know the advisors from XPX attending this year's Summit - Click on an advisor's name to contact them now.
John Dini of MPN incorporated is a member of XPX San Antonio
President
MPN incorporated
Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio
Steven Bankler, CPA, Ltd.
Don Maranca of JDSM Enterprises, Inc. is a member of XPX San Antonio
President
JDSM Enterprises, Inc.
Jacob McCloy of Elder Bray & Bankler PC is a member of XPX San Antonio.
Attorney
Elder Bray & Bankler PC
Hector Frietze of Frietze CPA PLLC is a member of XPX San Antonio.
CPA
Frietze CPA PLLC
Jill Dietz of The Bank of San Antonio is a member of XPX San Antonio.
Vice President
The Bank of San Antonio
Doug Scheiding of Business Brokers and Equipment Appraisers of San Antonio is a member of XPX San Antonio.
Partner
Business Brokers and Equipment Appraisers of San Antonio
Hector Hernandez of Hernandez Financial Strategies, LLC is a member of XPX San Antonio.
Financial Advisor
Hernandez Financial Strategies, LLC
Kim Ford of theKFORDgroup is a member of XPX San Antonio
President
theKFORDgroup
Owner
i*Financial
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
CPA
Jorge Herrera CPA CIA PC
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
CEO & Principal
Financial Life Advisors
Owner
Barrett, Cooper & Assoc. PC
Founder
MGR Accounting Recruiters
Partner
Wilkins Finston Friedman Law Group LLP
Molly Neck of The Rosenblatt Law Firm is a member of XPX San Antonio.
Senior Associate
The Rosenblatt Law Firm
Jeremy Kell of Kreager Mitchell, PLLC is a member of XPX San Antonio.
Attorney
Kreager Mitchell, PLLC
Katie Jaskinia of Frost Bank is a member of XPX San Antonio.
Vice President
Frost Bank
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
Mr.
Rosenblatt Law Firm
David Blair of Main Street Capital Corporation is a member of XPX San Antonio
Executive in Residence
Main Street Capital Corporation
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio.
Senior Broker
VR Business Brokers San Antonio TX
Stephen Oliver of RSM is a member of XPX San Antonio.
Manager
RSM
Geoffrey Oliver of Chase Bank is a member of XPX San Antonio.
Business Relationship Manager
Chase Bank
Kellie Weir of Brown Advisory is a member of XPX Austin
Portfolio Manager
Brown Advisory
Gerald (Jerry) Brown of RSI & Associates, Inc. is a member of XPX San Antonio
President, Senior Appraiser
RSI & Associates, Inc.
Executive VP
Business Brokers of Texas, Inc.
CEO/President
One Advocate Group
Matthew Delgado of Broadway Bank is a member of XPX San Antonio
SVP
Broadway Bank
SVP, Investment Services
SWBC Investment Services
Charles Weisinger of Weisinger Law Firm, PLLC is a member of XPX San Antonio.
Estate Planning Attorney
Weisinger Law Firm, PLLC
Law Clerk
Cacheaux, Cavazos & Newton, L.L.P.
The Levy Company
Norton Lewis Printing, Inc., LENDAS, Inc., and D&L General Investments, Inc.
PAX Financial Group
State and Local Tax
RSM
San Antonio Business Journal
Managing Director, Private Client Advisor
US Trust
Workman White
Owner
Parish Photography
Functionary
Todados
Vice President
Bulk Material Consulting
M&A Consultant
ATKG
Mr.
Shann M. Chaudhry, Esq. Attorney at Law, PLLC
Managing Director
Corporate Investment
Darby Ivins of Martin Capital Advisors, LLP is a member of XPX San Antonio
Partner, Communications Director
Martin Capital Advisors, LLP
Pugh Constructors

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