• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
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Our Team

Kevin Patrick Peters, CLU®

Wealth Advisor kpeters@xmlfg.com

Kevin Peters has been in the financial services industry since 1997, specializing in Life Insurance, Disability Insurance, Long-Term Care, and Estate Planning, as well as a variety of Business Insurance Planning. While working at one of the industry’s largest insurance companies, Kevin hired, trained, and developed new insurance professionals and assisted them in growing their businesses and becoming financial advisors. During that time, Kevin also helped small and medium-sized local businesses develop and design comprehensive benefits plans. With a strong desire to provide his clients with independent insurance planning recommendations, he established his own independent insurance company, XML Insurance Group[1], in 2003.

Education & Philanthropy

Kevin graduated from the University of Maryland with a degree in government and politics. Kevin is one of the founding members of the Washington, DC metropolitan chapter of the National Aging in Place Council (NAIPC), which assists in providing education and resources to the local aging population. Additionally, he serves as the President of the Board of Directors for a local non-profit organization in Washington, DC, the Kingman Boys and Girls Club.

Investment advisory services offered through XML Financial Group. Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.

 

[1]XML Insurance Group and XML Financial group are not affiliated companies.

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We offer a full suite of investment services
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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.

Kevin Peters has been in the financial services industry since 1997, specializing in Life Insurance, Disability Insurance, Long-Term Care, and Estate Planning, as well as a variety of Business Insurance Planning. While working at one of the industry’s largest insurance companies, Kevin hired, trained, and developed new insurance professionals and assisted them in growing their businesses and becoming financial advisors. During that time, Kevin also helped small and medium-sized local businesses develop and design comprehensive benefits plans. With a strong desire to provide his clients with independent insurance planning recommendations, he established his own independent insurance company, XML Insurance Group[1], in 2003.

Education & Philanthropy

Kevin graduated from the University of Maryland with a degree in government and politics. Kevin is one of the founding members of the Washington, DC metropolitan chapter of the National Aging in Place Council (NAIPC), which assists in providing education and resources to the local aging population. Additionally, he serves as the President of the Board of Directors for a local non-profit organization in Washington, DC, the Kingman Boys and Girls Club.

Investment advisory services offered through XML Financial Group. Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.

 

[1]XML Insurance Group and XML Financial group are not affiliated companies.