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Our Team

Todd

Todd Kullen

Chief of Staff tkullen@xmlfg.com

Todd Kullen joined XML Financial Group after spending the last 22 years as a direct mortgage and real estate lender.   Todd served many roles as a lender from Sales Manager, Operations Manager, Underwriter and Processing manager while always putting the client’s needs as a top priority.  Todd believes that customer service and communication is the key to successful business relationships.   Just prior to joining XML Financial in 2016, Todd was an integral part of the success of one of the highest volume mortgage production teams ranking #5 in the country.

Education

Todd received his Bachelors of Arts degree from Emerson College in Boston, Massachusetts. While studying at Emerson, his major was in communication as well as minoring in International Business and Finance.  Todd spent time studying in Japan, Hong Kong and China.  Prior to Emerson, Todd attended Arizona State University studying Business Administration.  He currently lives in Potomac, Maryland with his wife and three children.

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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.

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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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Todd Kullen joined XML Financial Group after spending the last 22 years as a direct mortgage and real estate lender.   Todd served many roles as a lender from Sales Manager, Operations Manager, Underwriter and Processing manager while always putting the client’s needs as a top priority.  Todd believes that customer service and communication is the key to successful business relationships.   Just prior to joining XML Financial in 2016, Todd was an integral part of the success of one of the highest volume mortgage production teams ranking #5 in the country.

Education

Todd received his Bachelors of Arts degree from Emerson College in Boston, Massachusetts. While studying at Emerson, his major was in communication as well as minoring in International Business and Finance.  Todd spent time studying in Japan, Hong Kong and China.  Prior to Emerson, Todd attended Arizona State University studying Business Administration.  He currently lives in Potomac, Maryland with his wife and three children.