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Events

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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


    how we work

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

    learn How

    who we are

    Brett Bernstein CEO & Co-founder
    Rob Kantor CIO & Co-founder
    Curtis Congdon President
    Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
    Jason Klopman Sr. Wealth Advisor, Partner
    Eric Wightman Sr. Wealth Advisor, Partner
    Robert Collins Co-CIO, Managing Director
    Jack May Sr. Wealth Advisor
    Lauren O’Brien Sr. Wealth Advisor
    David Margulies Sr. Wealth Advisor
    Noorjahan Enayat Sr. Wealth Advisor
    Beth Levine Sr. Wealth Advisor
    David Clark Vice President, Financial Advisor
    Jordan VanOort Vice President, Investments
    Kevin Peters Wealth Advisor
    Steven Collins Wealth Advisor
    Sharon Abbey Wealth Advisor
    Sasha Chelekhov Wealth Advisor
    John Sciuto Wealth Advisor
    Bob Abel Wealth Advisor
    Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
    Andrew Villafranca Portfolio Administrator
    Jayson Magro Client Service Associate
    Florence Bird Client Services Specialist
    Meredith Wade Client Services Specialist
    Stephen Claggett Vice President, Branch Manager
    Kristian Price Chief Operating Officer
    Pete Deoudes Director of Marketing | Financial Planner
    Radley Ellenbogen Operations Associate
    Annie Hall Client Service Associate
    FULL TEAM

    resources

    Podcasts, articles, financial news and more!

    learn More

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