Our Team

Susan A. Harpe

Director of Operations sharpe@xmlfg.com

Susan Harpe has been in the financial services industry since 1983. She serves in the capacity of Director of Operations, managing the day-to-day office functions and projects, as well as assisting with ensuring the organization is in compliance with securities regulations. Prior to joining Finigan Financial Services, LLC, now XML Financial Group, she was with Edelman Financial Services, LLC as the Director of Compliance Supervision for 19 years.

Education & Philanthropy

Sue is a volunteer with Inova Blood Donor Services.

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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.

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Brochure

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Susan Harpe has been in the financial services industry since 1983. She serves in the capacity of Director of Operations, managing the day-to-day office functions and projects, as well as assisting with ensuring the organization is in compliance with securities regulations. Prior to joining Finigan Financial Services, LLC, now XML Financial Group, she was with Edelman Financial Services, LLC as the Director of Compliance Supervision for 19 years.

Education & Philanthropy

Sue is a volunteer with Inova Blood Donor Services.