• Rockville 301.770.5234
  • Vienna 703.790.5999

Our Team

Brett Shane Bernstein, CFP®

Managing Partner & Co-founder

Rob D. Kantor, ARPC

Managing Partner & Co-founder

John M. Finigan, Jr.

Partner

Jason Elliot Klopman, CFP®

Partner

Kevin Patrick Peters, CLU®

Executive Financial Consultant

Jonathan Lowe

Noorjahan Enayat

Executive Financial Consultant

Judith M. Tiktin, CPA

Financial Consultant

Robert Abel, CPA

Financial Consultant

Susan A. Harpe

Director of Operations

Todd Kullen

Chief of Staff

Natalie Gosselin

Operations Associate

Robyn L. Crossan

Operations Associate

Stacey Lee

Operations Associate

Mike Finigan

Operations Associate

Gina M. Neild

Administrative Associate

Lisa Golden

Director of First Impressions

get in touch
We offer a full suite of investment services
advisor
consulting

Whatever your current background is in an investment advisory capacity, XML Financial Group can help you think about, address, and execute on the decision to go independent.

financial
planning

The wealth management team at XML Financial Group is here to help you with all aspects of financial planning.

investment
management

With an understanding that every client’s needs are unique, XML Financial Group strives to provide the most customized and consultative investment management service possible.

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Brochure

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