Join a panel of Millennial and Gen Z Wealth Advisors to get your financial questions answered on Tuesday, March 24 at 6:00 pm EST presented by XML Senior Partner, Mark Samson and Wealth Advisors, Nicole Treiber, Ben Kollender, and Zach Weaver, CFP®, ChFC® . This virtual event is designed specifically for young adults beginning their financial journey, those planning major life changes, and anyone helping a younger family member get started on their financial journey.
What You'll Learn:
✔ Planning for Major Life Milestones
Tips for big decisions like starting a family, moving, career pivots and balancing all of it financially.
✔ Investing & Retirement Basics
401(k) fundamentals, Roth vs Traditional, saving strategies, and more explained.
✔ Debt, Budgeting, and Student Loans
How to manage and pay down debt smartly without slowing down your goals.
Get practical, interactive tips from expert wealth advisors. Plus, ask questions, and learn actionable insights you can use immediately.
Meet Our Panel:
.png?width=844&height=211&name=Website%20Banner%20(1).png)
About Nicole Treiber:
Nicole Treiber is a dedicated Wealth Advisor at XML Financial Group, specializing in offering personalized financial planning and investment strategies to guide clients through different stages of their lives. With nearly a decade of experience in the financial services industry, she is committed to providing exceptional customer service and ensuring that each client feels valued and supported. Nicole strongly believes in helping clients make informed decisions that align with their personal and financial goals. Her goal is to empower clients to build a secure future for themselves and their families.
About Ben Kollender:
Ben focuses on supporting clients from all stages of life and helping them work toward their goals. He especially enjoys working with his Millennial and Gen Z clients. He joined XML Financial Group after spending a year as a Financial Services Professional at MassMutual Greater Philadelphia. Prior to his full-time position, Ben interned at MassMutual Greater Philadelphia, and in 2021, he was an intern at Samson Wealth Management Group, a division of XML Financial Group. Before beginning his career, Ben graduated from Muhlenberg College where he was a double major in Finance and Business Administration with a concentration in management.
About Zach Weaver, CFP®, ChFC®:
Zach became a valued member of the XML team in 2025, bringing with him seven years of experience in the wealth advisory industry. Throughout his career, he has developed a specialization in providing personalized financial planning and investment strategies designed to help individuals navigate the complexities of their financial journey at every stage. Zach's approach is thoughtful, client-centric, and focused on building long-term relationships, working to help ensure that each individual's unique needs and goals are met with the utmost care and attention.
About Mark Samson:
Over the past 30 years, Mark has built a team of experienced professionals and together they have established a loyal client base by providing sound financial advice and excellent client service.
Understanding that clients want a trusted advisor beside them, someone who has their best interest at heart, is at the core of everything Mark and his team does. “My goal is take the worry out of our clients’ financial lives.” Mark takes time to understand each client’s individual goals and risk tolerance, and with the help of his team, designs a portfolio that balances growth, income and asset preservation. Mark is known for being accessible to clients and works closely with their other advisors, including attorneys and accountants, to focus on total wealth management.
.png)
.png)
.png)
.png?width=300&height=300&name=Untitled%20design%20(34).png)
.png?width=300&height=300&name=Untitled%20design%20(43).png)
.png?width=37&height=37&name=Untitled%20design%20(86).png){kind=small}