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Team

A Team of Passionate Professionals

XML is passionate about assembling a team with expertise not just in money management, but also in listening and with sincere care for our client’s well-being. We currently have specialists with designations and degrees ranging from CFPs, CRPCs, MBAs and others, working to improve our client’s lives.

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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.

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