NEWS // Operations Notice


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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

    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
    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
    Bob Abel Wealth Advisor
    John Sciuto 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


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