XPX San Antonio Summit 2025
Passing The Torch: Defining Your Legacy
Location
The Club At Sonterra, 901 E Sonterra Blvd, San Antonio, TX 78258
Date
Thursday, September 18th 2025, 8:30 AM - 1:00 PM CDT
Moderators & Panelists
Cathy Carroll
Cathy Carroll is the founder and president of Legacy Onward, Inc., an internationally recognized leadership coaching firm serving family-owned businesses. After a 20-year corporate career, she left United Airlines to lead her father’s business—an experience that revealed the unique challenges of family enterprise leadership. Today, Cathy is a sought-after coach, speaker, and author of Hug of War: How to Lead a Family Business With both Love and Logic. She also trains advisors and coaches working with family enterprises and supports credentialed coaches through the International Coaching Federation. Cathy brings a powerful blend of corporate insight and family business wisdom.
Lisa Fullerton
Lisa Fullerton is President and CEO of A Novel Idea, LLC, operating Auntie Anne’s and Cinnabon franchises in Central Texas since 2000. Defying the odds in a high-turnover industry, her company is celebrating 25 years of success. A passionate small business advocate, Lisa has testified before the Texas Legislature on key issues affecting business owners and was appointed to Governor Abbott’s Small Business Advisory Task Force and Small Business Freedom Council. She serves on national boards including NFIB, Alliance Defending Freedom, and BLE. Lisa is widely recognized as a voice for small business in Texas and a resilient industry leader.
Joe Gonzales, M.D.
Dr. Joe G. Gonzales is a board-certified specialist in Physical Medicine & Rehabilitation, Pain Medicine, and Occupational & Environmental Medicine. Practicing in Texas since 1985, he is President of the Texas Physical Medicine & Rehabilitation Institute and Founder of Physician Life Care Planning, LLC. He serves as Chairman of the Board for the American Academy of Physician Life Care Planners and holds multiple certifications, including CPLCP™ and CLCP. A respected leader, author, and lecturer, Dr. Gonzales is known nationally for his expertise in life care planning and rehabilitation. He earned his M.D. from Texas Tech and completed his residency in San Antonio.
Ford & Louann Wagner
Ford and LouAnn Wagner are accomplished entrepreneurs with over 85 years of combined leadership in the trucking, towing, and real estate industries. As former owners of Texas Auto Carriers and Ironcat, they successfully led and sold both companies, marking a milestone in their business journey. Ford, a respected industry expert, continues to serve as an expert witness, while LouAnn remains a sought-after speaker and advisor on leadership and business strategy. Now enjoying retired life in New Braunfels, they split their time between outdoor adventures and treasured moments with their grandchildren, exemplifying their shared values of family, faith, and legacy.
Preston Woolfolk
Preston Woolfolk is Co-President of DOCUmation, Texas’s leading business technology provider. After earning his Political Science degree from Abilene Christian University in 2010, he joined the family business as a Business Analyst, rising through the ranks to lead Managed IT before becoming Co-President alongside his brother in 2017. Known for his commitment to quality, innovation, and servant leadership, Preston is passionate about empowering both employees and customers. He champions consistent growth, community involvement, and leveraging technology to drive client success. Outside of work, Preston supports local nonprofits and enjoys snowboarding and quality time with his wife and three sons.
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