NEWS // Operations Notice


Freeing you to spend time doing the things that matter most

You have spent your adult life saving and building wealth. What is it all for? What does it get you? We are the single point of contact to manage multiple facets of your financial life so that you get on living! We believe your advisor should: pursue excellence. Find genius. Communicate clearly. Be transparent. Be proactive. Seek to simplify. Treat you as family. Community involvement that makes a difference is a value we hold dear. We are dedicated to our client base and are thankful for the ability to put our skills and experience to work. However as community members, parents, and professionals we possess an even broader sense of responsibility to our community and those less fortunate. That is why many employees serve on numerous charitable boards,  providing guidance to organizations and devote their time to volunteering. We are proud to support the following charities and organizations:
  • American Cancer Institute
  • American Red Cross
  • Americares
  • Amity Club of Washington
  • Best Buddies Maryland
  • Bullis School
  • Children’s Cancer Foundation
  • Children’s Hospital
  • EagleBank Foundation
  • Fuccile Foundation
  • Georgetown Preparatory School
  • Holocaust Museum
  • Jewish Women International (JWI)
  • Juvenile Diabetes Research Foundation
  • Kingman Boys & Girls Club
  • Maccabi USA
  • Make-A-Wish Foundation
  • Operation Home Front
  • Prader Wili Foundation
  • St. Elizabeth’s Church
  • Temple Beth Ami
  • Temple Beth El
  • The GW Cancer Institute
  • UVA Student Aid Foundation

how we work

We’re here to help you make investments that align with your lifestyle.

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who we are

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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