NEWS // Operations Notice

Business Continuity Plan

It is our goal to provide clients with a high level of service no matter what disruption the firm may be experiencing. We have developed a Business Continuity Plan (“BCP”) to respond to events that may create a significant business disruption to our day-to-day activities. Since the timing and impact of a disruption are unpredictable, we will have to be flexible in responding to events as they occur. We plan to quickly recover and resume business operations and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and enable our clients to transact business as best we can.

In short, our BCP is designed to enable our firm and employees to resume operations as quickly as possible, given the scope and severity of the disruption. However, our services could be delayed during the disruption.

Our BCP addresses the following: records retrieval; data backup and recovery; mission critical systems; financial and operational assessments; alternative communications with clients, employees, and regulators; alternate physical location of employees; critical suppliers, contractors, bank and custodial impact; regulatory reporting; and providing an alternate means for our clients to transact their funds and securities if we are unable to continue our business.  We also review and incorporate the BCPs of our custodians and will communicate alternate instructions as needed.

We have remote working capabilities and branch offices in Rockville and Bethesda, Md., Falls Church, Va. and Breckenridge, Colo. If the business operations at one branch are affected, the other branch offices will serve as secondary contacts. We will do our best to communicate with you regarding any disruption.


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Brett Bernstein CEO & Co-founder
Rob Kantor Co-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
Robert Collins Co-CIO, Managing Director
Jack May Sr. Wealth Advisor
Lauren O’Brien Sr. Wealth Advisor
David Margulies Sr. Wealth Advisor
Noorjahan Enayat Sr. Wealth Advisor
Beth Levine Sr. Wealth Advisor
David Clark Vice President, Financial Advisor
Jordan VanOort Vice President, Investments
Kevin Peters Wealth Advisor
Steven Collins Wealth Advisor
Sharon Abbey Wealth Advisor
Sasha Chelekhov Wealth Advisor
John Sciuto Wealth Advisor
Bob Abel Wealth Advisor
Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
Andrew Villafranca Portfolio Administrator
Jayson Magro Client Service Associate
Florence Bird Client Services Specialist
Meredith Wade Client Services Specialist
Stephen Clagett Vice President, Branch Manager
Kristian Price Chief Operating Officer (Collins Investment Group)
Pete Deoudes Director of Marketing | Financial Planner
Radley Ellenbogen Associate Wealth Advisor
Deborah Jalota Client Services Specialist


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