• Rockville 301.770.5234
  • Vienna 703.790.5999

The Executive Team

Brett Shane Bernstein, CFP®

CEO & Co-Founder

Rob D. Kantor

CIO, Co-founder & Chief Compliance Officer

Michelle P. Cooper, JD, MBA

Partner & Director of Women, Wealth & Wellness

J. Eric Wightman


Jason Elliot Klopman, CFP®


Kevin Patrick Peters, CLU®

Executive Financial Consultant

Noorjahan Enayat, CFP®

Executive Financial Consultant

Jonathan Lowe

Business Development Officer

Carter T. Shaffer

Financial Advisor

Judith M. Tiktin, CPA

Financial Consultant

Robert Abel, CPA

Financial Consultant

Susan A. Harpe

Director of Operations

Todd Kullen

Chief Operating Officer

Natalie Gosselin

Operations Associate

Stacey Lee

Operations Associate

Gina M. Neild

Administrative Associate

Janine E. Gonzaga

Operations Associate

Debbie Rayman

Operations Associate

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We offer a full suite of investment services

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.


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


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