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                GROWTH. TRANSFER. LEGACY.

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Hear from Steve Economou and Paul Visokey (Philadelphia), Paul Cronin (Boston) and more!

October 23, 2018 4:51 PM | Mary Adams (Administrator)

Hear from six diverse professionals about their role in the exit planning ecosystem  and how exit planning is incorporated into their work: 

Our guests included:

  • Paul Cronin, Successful Transition Planning Institute, Director of Business Development for XPX and 10-year Member of XPX Boston
  • Steve Economou, Managing Director at Baker Tilly Capital, President of XPX Philadelphia and 7-year XPX Member
  • Paul Visokey,  President of Stony Hill Advisors and 6-year Member of XPX Philadelphia
  • Denise Logan, Chief Inspiration Officer at Chase What Matters in Scottsdale AZ
  • Eric Martz, President of Martz Solutions Group in Indianapolis IN
  • Vimala Snow, Managing Director of Cresset Family Office in Denver CO
Listen to their stories and join us next month to share yours!
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