Brett Bernstein, CFP®
05/12/20
Brett Bernstein is the CEO and Co-founder of XML Financial Group. He manages the operations of the firm, including the firm’s M&A strategy. Brett is ...
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Archives: Team
team reviews
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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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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Mark Samson
07/01/22
Over the past 30 years, Mark has built a team of experienced professionals and together they have established a loyal client base by providing sound ...
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Jennifer Szaro, CRCP®
05/14/20
Jennifer Szaro is the Chief Compliance Officer for XML Financial Group and the affiliated broker-dealer, XML Securities, LLC. She manages the firms’ compliance with applicable ...
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Michelle Cooper JD, MBA
05/14/20
Michelle Cooper is the Director and Co-founder of XML-W, a division of XML Financial Group that focuses on the planning and financial needs of women ...
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Jason Klopman, CFP®
05/14/20
Jason Klopman is a Senior Wealth Advisor and Partner at XML Financial Group. Jason is a 14- year veteran at XML Financial Group and a ...
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Eric Wightman
05/14/20
Eric Wightman is a Senior Wealth Advisor and Partner of the XML Financial Group. He is dedicated to building lasting relationships with his clients and ...
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Shawna Bieda, CFP®
08/09/22
Shawna brings more than 20 years of financial industry experience to XML where she is a CERTIFIED FINANCIAL PLANNER™ Professional and a Senior Wealth Advisor. ...
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David A. Clark
09/15/21
Prior to joining the Collins Investment Group in 2004, David Clark was the Operations and Compliance Manager in the Wells Fargo Advisors’ Bethesda office. He ...
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Noorjahan Enayat, CFP®
05/14/20
Noorjahan “Noory” Enayat is a Senior Wealth Advisor and member of the XML Investment Committee. Her focus is on goal-oriented advice and holistic financial planning ...
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Beth Levine
05/14/20
Beth Levine joined XML in 2007 following almost 15 years at Smith Barney. She has developed a solid base of individual clients, as well as ...
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David Margulies
05/14/20
David Margulies, Senior Wealth Advisor, has had over 30 years of investment management experience as a financial advisor with Merrill Lynch and Morgan Stanley. At ...
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Jack May, CFP®
05/12/20
Jack May is a Senior Wealth Advisor who has built his practice through his enthusiasm for communication. His name has appeared in newspapers such as ...
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Lauren O’Brien, CFP®, RICP®, CPA
05/14/20
Lauren O’Brien is a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional® committed to helping her clients on their life journeys with thorough financial planning. ...
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Jordan R. VanOort, CFA®, CFP®, CPWA®
09/15/21
Jordan VanOort is a Senior Wealth Advisor with Collins Investment Group. Since joining Collins Investment Group, Jordan has been recognized as a CERTIFIED FINANCIAL PLANNERTM professional ...
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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 Kantarski, CFP®, CES™, MBA
05/14/20
Sasha Kantarski (Chelekhov) is a Wealth Advisor working with the Curtis Congdon team helping clients craft their financial future so that money concerns and anxieties ...
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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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Kevin Peters, CLU®
05/14/20
Kevin Peters is a Wealth Advisor with XML Financial Group. Kevin holds the Chartered Life Underwriter® designation and has been in the financial services industry ...
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John Sciuto
05/14/20
John Sciuto is a Wealth Advisor at XML Financial Group who specializes in guiding his clients through their most important financial and life decisions. He ...
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Jennifer Telesca, CIMA®, CRPC®
07/01/22
Jennifer began her career in the financial services industry in 1998. Prior to joining Samson Wealth Management Group, Jennifer was a Sales Vice President at ...
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Nicole Treiber
05/14/20
Nicole Treiber is a dedicated Wealth Advisor at XML Financial Group, specializing in offering personalized financial planning and investment strategies to guide clients through different ...
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Caleb Long
11/10/22
Caleb Long is a Wealth Advisor at XML Financial Group. Caleb joined XML from Goldman Sachs, where he spent over four years servicing wealth management ...
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Radley Ellenbogen, CFP®
06/28/21
Radley Ellenbogen is a CERTIFIED FINANCIAL PLANNER™ Professional and an Associate Wealth Advisor at XML Financial Group. Radley joined XML in June 2021 after graduating ...
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Mary Abba
09/26/22
Mary joined XML Financial Group in 2022 as a Client Service Associate for our Breckenridge Colorado branch office. She brings over 20 years’ experience of ...
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Florence K. Bird
09/15/21
Before joining Collins Investment Group, Flo was with Folger Nolan Fleming Douglas, Inc. for 7 years working with their Senior Financial Advisors. Flo has been ...
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Louis Blanc
02/20/24
Leveraging over two decades of experience in financial services, Louis is dedicated to enhancing client relationships and ensuring operational efficiency. As a valued member of ...
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Carolyn Brescia
11/27/23
Carolyn joined Samson Wealth Management Group as a Client Service Associate in 2023 after spending several years supporting financial advisors at a Philadelphia area-based Wealth Management ...
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Sharon Cirillo
07/18/22
Sharon joined Samson Wealth Management Group in 2022 as a Client Service Associate with almost twenty years of financial services experience and a decade as ...
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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 three Wealth Advisors ...
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Jason Larochelle
05/14/20
Jason Larochelle is a Client Service Associate with XML Financial Group. Jason is an experienced professional with a focus on providing exceptional service to individual ...
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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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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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Jayson Magro
02/12/21
Jayson Magro began his career in the financial services industry in 2008. He joined XML Financial Group as a Client Service Associate in 2021. Prior ...
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Gina Neild
05/14/20
Gina Neild joined XML Financial Group as an Administrative Associate in 2005. She performs administrative and office support activities and is the Operations Manager for ...
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Debbie Rayman
05/14/20
Client Service Associate Debbie Rayman has worked in the customer service field for more than 25 years, with the last 16 as an Executive Assistant. ...
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Gail Stanton
07/01/20
Prior to joining Samson Wealth Management Group, Gail spent 10 years in client relations. Her love for helping others enhances her responsibilities as a Client ...
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Meredith C. Wade, CRPC®
09/15/21
Meredith joined Collins Investment Group in November of 2019. She uses her extensive industry knowledge and experience to assist our clients with account maintenance, opening, ...
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Vidya White
01/18/24
Vidya White joined XML in 2024 as a Client Service Associate with fifteen years’ experience in the financial services industry. During this time, she has ...
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Jaime Brown
05/14/20
Jaime Brown is a Compliance Officer at XML. She joined the firm in February 2016 with over 10 years of office administration and accounting experience. ...
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Douglas Callan, CFA®
07/01/22
Doug is responsible for investment analysis, portfolio construction, trading, and developing investment plans to help our clients achieve their financial goals. Before joining Samson Wealth ...
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Stephen A. Clagett
09/15/21
Stephen joined the group in 2007. Since joining, Stephen has earned his Series 7, 66, 9, 10 and the role as Director of Branch Operations. ...
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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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Amy Lytle
07/01/20
Prior to joining XML as part of Samson Wealth Management Group in July of 2022, Amy began her career in the financial services industry in ...
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Hannah Myers
04/09/24
Hannah Myers brings over 17 years of experience in the financial services industry, coupled with a passion for innovative and data-driven marketing strategies. Graduating with ...
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Kristian K. Price
09/15/21
Prior to joining the Collins Investment Group in September 1998, Kristian was a legal assistant at Miller and Larson, JD CHTD, and acquired extensive experience ...
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Gerardo Salazar
05/14/20
Gerardo Salazar is the Controller at XML Financial Group. He has been directly involved with financial accounting for the past 10 years of his professional ...
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Caite Stevens, CIP, BIDA®
09/18/23
Caite Stevens, CIP, BIDA® is the Chief Technology Officer for XML Financial Group, providing visionary guidance and execution for the firm’s strategic technological evolution. With ...
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