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

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
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.

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.