The XML Executive Committee welcomed Sasha Kantarski CFP®, CES™, MBA—Wealth Advisor and Director of Financial Planning—and Jason Klopman, CFP®—Senior Wealth Advisor—as equity partners. Sasha, based in our Fairfax, Virginia office, and Jason, based in our Bethesda, Maryland office, have continually demonstrated leadership qualities and provided exceptional client service throughout their combined 28 years at XML..

“Whether speaking publicly on podcasts or during internal strategy meetings, I’m constantly touting XML’s workplace culture as one where partner status is on the table for the right people at the right time, no matter their position within the firm,” said Brett Bernstein, CEO and Co-founder of XML. “We have a history of promoting our hard-working employees to the top ranks, and you’re seeing that today with professional advancements for Sasha and Jason.”

At XML, our business model is focused on understanding and addressing client needs coupled with the well-being of our employees. Today’s recognition of new partners reflects the dedication of our team and the trust our clients place in us to help them achieve their financial goals. Our firm looks forward to Sasha and Jason’s leadership pushing us to new horizons.

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This communication is for information and educational purposes only.