NEWS // Operations Notice
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Brett Bernstein, CFP®

05/12/20

Brett Bernstein is the CEO and Co-founder of XML Financial Group. He serves as the firm’s head of financial planning and manages the operations of ...
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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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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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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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Robert J. Collins

09/15/21

As leader of the Collins Investment Group, Bob Collins has maintained a reputation for integrity and insightful investment advice throughout more than three decades in ...
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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®, CPA

05/14/20

Lauren O’Brien is a Certified Financial PlannerTM professional, committed to helping her clients on their life journeys with thorough financial planning. She partners with clients ...
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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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