• Rockville 301.770.5234
  • Falls Church XML 703.790.5999 or LMA 703.827.2300
  • Frisco 970.668.5700
  • BrokerCheck

Our Team

Katrin Wheatley

Client Service Associate kwheatley@xmlfg.com

Katrin Wheatley has worked for numerous securities and financial firms since 1998. She has extensive experience in regulation, compliance, and client support as well as excellent attention to detail and strong problem-solving skills.

Education & Philanthropy

Katrin graduated from the University of Bridgeport with a Bachelor of Science degree in Graphic Design and has taken accounting courses at the University of Maryland. A native Washingtonian, she has served as a volunteer for various organizations including the local chapter of Dress For Success and the Stepping Stones Shelter in Rockville. She is a proud supporter of a number of charities including the Hero Initiative, a non-profit assisting comic creators in need.

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

Katrin Wheatley has worked for numerous securities and financial firms since 1998. She has extensive experience in regulation, compliance, and client support as well as excellent attention to detail and strong problem-solving skills.

Education & Philanthropy

Katrin graduated from the University of Bridgeport with a Bachelor of Science degree in Graphic Design and has taken accounting courses at the University of Maryland. A native Washingtonian, she has served as a volunteer for various organizations including the local chapter of Dress For Success and the Stepping Stones Shelter in Rockville. She is a proud supporter of a number of charities including the Hero Initiative, a non-profit assisting comic creators in need.