NEWS // Operations Notice
Contact-banner

Events

post img

A Night of Jewelry

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

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


post img

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.

    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
    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
    FULL TEAM

    resources

    Podcasts, articles, financial news and more!

    learn More

Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk