• Rockville 301.770.5234
  • Falls Church 703.790.5999
  • Frisco 970.668.5700
  • BrokerCheck

Our Team

Brett Shane Bernstein, CFP®

CEO & Co-founder

Rob D. Kantor

CIO & Co-founder

Michelle P. Cooper, JD, MBA

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

J. Eric Wightman

Senior Wealth Advisor, Partner

Jason Elliot Klopman, CFP®

Senior Wealth Advisor, Partner

Todd Kullen

Chief Operating Officer

Susan A. Harpe

Director of Operations

Kevin Patrick Peters, CLU®

Wealth Advisor

Noorjahan Enayat, CFP®

Senior Wealth Advisor

Jonathan Lowe

Director of Trading

Carter T. Shaffer

Associate Wealth Advisor

Judith M. Tiktin, CPA

Wealth Advisor

Robert Abel, CPA

Wealth Advisor

Natalie Gosselin

Client Service Associate

Stacey Lee

Client Service Associate

Gina M. Neild

Client Service Associate

Janine E. Gonzaga

Client Service Associate

Debbie Rayman

Client Service Associate

get in touch
We offer a full suite of investment services
For
advisors

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.

Our
Services

The wealth management team at XML Financial Group offers very personalized and consultative financial services.

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Brochure

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