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Events

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TGIF event on Friday

When : May 12th 2023

Where : TGIFridays


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Estate Planning & Family Harmony Seminar

When : March 16, 2023 at 6:30pm

Where : Annapolis, MD


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Estate Planning & Family Harmony Seminar

When : March 16, 2023 at 1pm

Where : Annapolis, MD


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TGIF event

When : December 2, 2022

Where : TGIFridays


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Shopping with a Purpose

When : Saturday, August 27th from 2-6 PM

Where : Alice + Olivia, 3303 M St NW, Washington, DC 20007


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TEACH GIVE INSPIRE Fridays Virtual – A Platform for Women to Inform with Passion.

When : Friday, September 17, 2021 at 10:00 AM EST

Where : 12615 Tribunal Lane Potomac, MD 20854


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JWI’s Young Women’s Impact Network Cohort

When : Tuesday. February 23, 2021

Where : JWI’s Young Women’s Impact Network


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TEACH GIVE INSPIRE Fridays Virtual

When : Thursday, December 10, 2020 at 11AM EST

Where : Virtually.


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Cooper’s Hawk Winery and Restaurant

When : Tuesday October 22nd, 2019 at 6:30

Where : 12130A Sunset Hills Rd Suite 101, Reston, VA 20190


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Cooper’s Hawk Winery and Restaurant

When : Thursday October 17th, 2019 at 6:30

Where : 19870 Belmont Chase Dr, Ashburn, VA 20147


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Teach Give Inspire Fridays

When : September 20, 2019 | 10:00 AM – 12:00 PM EDT

Where : 12615 Tribunal Ln Potomac, MD 20854


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Widow Care: Presentation

When : Thursday, July 18th, 2019 | 6:30pm - 7:30pm

Where : Widow Care | 795 Rockville Pike, Rockville, MD 20852


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Prepare Your Finances For The Future

When : Tuesday July 23rd, 2019 or Thursday July 25th 2019 | TIME: Dinners start at 6:30 PM

Where : Bistro L'Hermitage, 12724 Occoquan Road, Woodbridge, VA 22192


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How are you Increasing Your Wealth and Protecting Your Nest Egg In Today’s Volatile Environment?

When : May 16th, May 22nd & May 23rd 2019 | Dinner 6:30 pm

Where : Maggiano’s Little Italy | 2001 International Dr, McLean, VA 22102


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How are you Increasing Your Wealth and Protecting Your Nest Egg In Today’s Volatile Environment?

When : May 2nd, May 8th & May 9th 2019 | Dinner 6:30 pm

Where : Owen’s Ordinary at the Pike and Rose | 11820 Trade Street, N. Bethesda, MD 20852


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TEACH GIVE INSPIRE Fridays

When : May 10th 2019 | 10:00am-12:00pm

Where : 12615 Tribunal Lane, Potomac, MD 20854


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Flex Your Money Muscle – A Health & Wellness Event

When : May 2nd 2019 | 6:00-8:00pm

Where : Sculpt Fitness Studio | 4900 Auburn Avenue, Bethesda, MD 20814


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The Perry: Presentation

When : May 16th 2019 | 6:00pm – 8:00pm

Where : The Perry Apartments


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Shulman Rogers: Presentation

When : March 19th | 9:00-11:00am


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What’s Up Next Podcast featuring Michelle P. Cooper

When : March 11th 2019

Where : Tune in here!


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Teach Give Inspire Fridays (“TGIF”) Michelle P. Cooper from XML-W as the inaugural speaker

When : February, 8th 2019 | 10:00-12:00pm

Where : 12615 Tribunal Lane, Potomac, MD 20854


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An Evening with an American Hero – Britt Slabinski

When : December, 6th 2018 | 5:00-8:00pm

Where : The Palm at Tysons Corner, Maclean, VA


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A Style Refresher with Joyce Neave Style Group

When : October, 11th 2018 | 6:00-8:00pm

Where : Bloomingdale’s, Chevy Chase, MD


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A Night of Jewelry

When : September, 12th 2018 | 6:00-8:00pm

Where : Weschler’s Auctioneers & Appraisers, Rockville, MD


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Rudy Maxa 2018

When : April, 17th 2018 | 7:00-8:00pm

Where : Visarts, Rockville, MD


    how we work

    We’re here to help you make investments that align with your lifestyle.

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    who we are

    Brett Bernstein CEO & Co-founder
    Rob Kantor CIO & Co-founder
    Curtis Congdon President
    Mark Samson Senior Partner
    Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
    Jason Klopman Senior Wealth Advisor, Partner
    Eric Wightman Senior Wealth Advisor, Partner
    Shawna Bieda Senior Wealth Advisor
    David Clark Senior Wealth Advisor
    Noorjahan Enayat Senior Wealth Advisor
    Beth Levine Senior Wealth Advisor
    David Margulies Senior Wealth Advisor
    Jack May Senior Wealth Advisor
    Lauren O’Brien Senior Wealth Advisor
    Jordan VanOort Senior Wealth Advisor
    Sharon Abbey Wealth Advisor
    Sasha Kantarski Wealth Advisor and Director of Financial Planning
    Steven Collins Wealth Advisor
    Kevin Peters Wealth Advisor
    John Sciuto Wealth Advisor
    Jennifer Telesca Wealth Advisor
    Nicole Treiber Wealth Advisor
    Caleb Long Wealth Advisor
    Radley Ellenbogen Associate Wealth Advisor
    Mary Abba Client Service Associate
    Florence Bird Client Service Associate
    Louis Blanc Client Service Associate
    Carolyn Brescia Client Service Associate
    Sharon Cirillo Client Service Associate
    Jayson Magro Client Service Associate
    Gail Stanton Client Service Associate
    Meredith Wade Client Service Associate
    Vidya White Client Service Associate
    Douglas Callan Senior Portfolio Manager
    Stephen Clagett Director of Branch Operations
    Amy Lytle Director of Client Services
    Kristian Price Director of Client Experience
    Caite Stevens Chief Technology Officer
    FULL TEAM

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