NEWS // COVID-19 Notice
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Claire Lolich

05/28/20

Claire Lolich says, “I truly enjoy my role on the Congdon team because I am able to address clients’ needs and help them meet their ...
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Curtis Congdon, CFP®, CRPC®

05/22/20

Curtis is President of XML Financial Group. An accomplished advisor and member of the XML Executive Committee, Curtis believes strongly in providing lifestyle-driven advice. Relentlessly ...
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Todd Kullen

05/14/20

Todd Kullen is the Chief Operating Officer and Senior Executive, tasked with overseeing the day-to-day administrative and operational functions of XML Financial Group. Todd reports ...
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Theresa Kosma

05/14/20

Theresa Kosma joined XML in 2012 and has over 25 years of executive-level experience in her field of Administration. She currently assists two Wealth Advisors ...
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Susan Harpe

05/14/20

Susan Harpe has been in the financial services industry since 1983, with positions that included insurance, operations and compliance. She serves in the capacity of ...
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Steven Collins

05/14/20

Steve Collins is a seasoned Wealth Advisor with XML Financial Group. A former U.S. Marine Corps officer, he has accumulated more than 25 years of ...
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Stacey Lee

05/14/20

Stacey Lee has been in the financial services industry since 2000. Prior to joining XML Financial Group, she was first with Banner Life and then ...
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Sharon Abbey

05/14/20

Sharon Abbey is a Wealth Advisor and the Branch Manager of the Breckenridge, Colorado office. She provides brokerage and investment management services along with insurance ...
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Sasha Chelekhov, CFP®, CES, MBA

05/14/20

In her role as a Wealth Advisor, Sasha Chelekhov works alongside Curtis Congdon helping clients craft their financial future so that money concerns and anxieties ...
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Rob Kantor

05/14/20

Rob Kantor is the Chief Investment Officer and co-founder of XML Financial Group. He oversees the firm’s investment advisory activity and is also head of ...
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