Our Team

Lisa Golden

Director of First Impressions lgolden@xmlfg.com

Prior to joining XML Financial Group in 2015, Lisa Golden managed the staff of a temporary employment agency for five years. Most recently, she was a buyer for a women’s clothing boutique. As the mother of three, Lisa will put her years of experience in time management, scheduling, and organization to keep the XML staff and office running smoothly. She handles our incoming calls, client scheduling, and day-to-day office duties. You’ll see her smiling face at the front desk when you stop by the office.

Education

Lisa attended Tulane University in New Orleans, LA and graduated with a Bachelor of Arts degree in psychology. She lives in Potomac, MD.

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We offer a full suite of investment services
advisor
consulting

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

financial
planning

The wealth management team at XML Financial Group is here to help you with all aspects of financial planning.

investment
management

With an understanding that every client’s needs are unique, XML Financial Group strives to provide the most customized and consultative investment management service possible.

XML
Brochure

XML Brochure

Prior to joining XML Financial Group in 2015, Lisa Golden managed the staff of a temporary employment agency for five years. Most recently, she was a buyer for a women’s clothing boutique. As the mother of three, Lisa will put her years of experience in time management, scheduling, and organization to keep the XML staff and office running smoothly. She handles our incoming calls, client scheduling, and day-to-day office duties. You’ll see her smiling face at the front desk when you stop by the office.

Education

Lisa attended Tulane University in New Orleans, LA and graduated with a Bachelor of Arts degree in psychology. She lives in Potomac, MD.