Lifestyle Driven Advice

It’s not just your money, it’s your life! We believe your wealth is a means to getting the most out of your life, and work with you to make that a reality.

Lifestyle Driven Advice

It’s not just your money, it’s your life! We believe your wealth is a means to getting the most out of your life, and work with you to make that a reality.

What We Believe

How We Work

team driveninvesting

“No one knows everything.” We try to make informed, rational decisions that align your investments with your lifestyle.

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360 SUPPORT

“We have a person for that”. If it’s important to you, we are here to help, beyond just investments and planning.

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 QUALIFIED

“We’ve got the credentials.” Meet the team.


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CommunityCENTRIC

“Our clients are not clones.” Learn more about how we advise our community.


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 INDEPENDENT

“We think for ourselves.” Read about our beliefs and how we invest in our community.

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Who We Are

Brett Bernstein

CEO & Co-founder
Rob Kantor

CIO & Co-founder
Curtis Congdon

President
Michelle Cooper

Partner & Director, XML-W - Women, Wealth and Wellness
Jason Klopman

Sr. Wealth Advisor, Partner
Eric Wightman

Sr. Wealth Advisor, Partner
Jack May

Sr. Wealth Advisor
Lauren O’Brien

Sr. Wealth Advisor
David Margulies

Sr. Wealth Advisor
Noorjahan Enayat

Sr. Wealth Advisor
Ronald Lara

Sr. Wealth Advisor
Beth Levine

Sr. Wealth Advisor
Kevin Peters

Wealth Advisor
Steven Collins

Wealth Advisor
Sharon Abbey

Wealth Advisor
Sasha Chelekhov

Wealth Advisor
Bob Abel

Wealth Advisor
Robert Walterman

Wealth Advisor
John Sciuto

Wealth Advisor
Carlos Fuentes

Assoc. Wealth Advisor
Nicole Treiber

Assoc. Wealth Advisor, Client Service Associate
Michelle Mitchell

Dir. of Client Services
Gina Neild

Client Service Associate
Stacey Lee

Client Service Associate
Jason Larochelle

Client Service Associate
Debbie Rayman

Client Service Associate
Jaime Brown

Client Service Associate
Claire Lolich

Client Service Associate
Theresa Kosma

Client Service Associate
Ever Petruzziello

Client Services Associate
Jennifer Szaro

Chief Compliance Officer
Todd Kullen

Chief Operating Officer
Susan Harpe

Compliance Specialist
Gerardo Salazar

Controller
Jon Lowe

Director of Trading
FULL TEAM

A Team of Passionate Experts

With roots back to 1981 XML has been passionate about assembling a team of experts not just in money management but also in listening and in sincere care for our client's well being. We currently have CFPs, CRPCs, MBAs working to improve our client's lives.

FULL TEAM

Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk