Join our upcoming educational webinar on Tuesday, September 15 at 1:00 p.m. ET presented by XML Senior Wealth Advisor, Shawna Bieda, CFP®, CDFA®, and XML President, Curtis Congdon, CFP®, CRPC®. When more cash is sitting on the sidelines than you need for your near-term goals, it may be worth taking a closer look at what that money is doing and whether it still fits your overall financial plan.
Shawna brings more than 20 years of financial industry experience to XML where she is a Certified Financial Planner™ professional, a Certified Divorce Financial Analyst® professional, and a Senior Wealth Advisor. Her attention to detail and analysis gives her clients comfort in knowing that she is providing well thought-out solutions that help them achieve their financial goals. Her dedication, patience and personal touch build strong, trusting relationships with all generations of each client to bring continuity to their long-term objectives.
While she enjoys helping everyone achieve their financial goals, she has a passion for helping women and is particularly sensitive to issues women frequently face such as caring for young ones and elderly parents, losing a spouse or going through a divorce. She listens carefully, challenges when appropriate and advises honestly.
Shawna graduated magna cum laude from the University of Baltimore with a degree in Finance and she holds the FINRA Series 7, 9, 10, 66 registrations and Life and Health Insurance license. She earned her CFP® certification in 2012 and her CDFA® certification in 2025. When she is not helping others with their wealth management needs, she enjoys volunteering her time with organizations local to her community and spending time with her family. You can find her at an ice rink cheering on her son’s hockey team or on a turf field rallying for her daughter’s lacrosse team. Shawna resides in Lake Shore, Maryland and is married to her high school sweetheart.
An accomplished wealth advisor, president, and member of the XML Executive Committee, Curtis believes strongly in providing lifestyle-driven advice. Relentlessly dedicated to his client’s success, Curtis and his team work to understand client’s unique goals and needs, then craft a plan and investment strategy to help clients feel confident that their money is serving them. Curtis is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor®.
Curtis studied Finance at James Madison University and Georgetown University. He continues a love of learning on diverse topics from Philosophy to Austrian economics. Curtis lives in Clifton, Virginia with his wife Jenn and their two children. As a family, the Congdon’s support many organizations and causes including New Life Christian Church, Cru, The Mises Institute, and Compassion International.