Our Team
Our team is diverse in background and life experience. Our professional experience equips us with a substantial foundation of financial knowledge. Our personal stories uniquely equip us to serve and understand you. To us, you are much more than just a name and set of numbers on a page. At the heart of our professional services are the relationships that we work hard to build with each of our clients. We cultivate personal connections with our clients and recognize that each one has an important, unique story. Here are some of ours.
In addition to the bio snippets below, you can click to see the full profile for a few of our female team members to read more about their professional qualifications and life experiences.
Shawna Bieda, CFP®
Senior Wealth Advisor
Professional experience: Shawna brings more than 20 years of financial industry experience to XML where she is a Certified Financial Planner™ and a Senior Wealth Advisor....
Her story: Born and raised from a humble background, I witnessed firsthand the importance of hard work. My parents didn’t have much and neither had any kind of formal education, but they understood the importance of hard work, discipline and grit. ...
Full Bio
Michelle P. Cooper, JD, MBA
Partner & Director of Women, Wealth & Wellness
Professional experience: Michelle P. Cooper is the Director and Co-founder of XML-W, a division of XML Financial Group which focuses on the planning and financial needs of women at all stages of their lives....
Her story: At the young age of 36 my life took an unexpected turn. I was thriving in my career, a new mother to twins and happily married. Then, in an instant my world was turned upside down when my husband of eight years unexpectedly passed away. I became a single parent overnight and was left to juggle the demands of raising my children and working full time....
Full Bio
Noorjahan Enayat, CFP®
Senior Wealth Advisor
Professional experience: “Noory” has been in the financial services industry since 2008. Her focus is on financial planning and maintaining the client-advisor relationship and communication flow...
Her story: Women today want the independence and freedom that comes with financial security, as do I. My mother wanted the same for me in immigrating to the US so that I could have better opportunities for the future. I benefited from this experience and was given the tools to overcome adversity time and again through a strong and supportive community of people dedicated to helping each other…...
Full Bio
Stacey Lee
Client Service Associate
Professional experience: Stacey Lee has been in the financial services industry since 2000. Stacey’s responsibilities include support of the Financial Consultants and client customer service...
Her story: I have overcome many adversities in my life so far, many of these challenges and obstacles include coming to America at an early age, where I faced both cultural and language barriers. Along the way I have also faced jumping into the role of a mother at an early age, getting married and divorced, raising two kids on my own, and working two jobs to make ends meet...
Full Bio
Gina M. Neild
Client Service Associate
Professional experience: Gina Neild joined the finance industry in 1987, and she joined XML Financial Group as in 2005. She performs administrative and office support activities...
Her story: In the evening of Monday August 29th, I was once again woken by a pain across my chest, this time it felt like I had a Mack Truck on my chest, I had pain down both arms, nausea and was in a full sweat. I knew instantly I was having a heart attack...
Full Bio
Debbie Rayman
Client Service Associate
Professional experience: Debbie Rayman has worked in the customer service field for over 25 years. Prior to joining XML, she worked in the hospitality field for over 15 years. In addition to her problem-solving and organizational skills, Debbie excels at client relationship management....
Her story: Being a single mother, Debbie strives to overcome obstacles daily. After the unexpected death of her father in 2019, she has also taken on the responsibility of caring for her mother. Born & raised in Rockville, Debbie continues to live there with her son. ...
Full Bio
Contact Us for Financial Consulting and Asset Management Services
No matter who you are, we’re familiar with your story and we want to work with you to help provide financial stability and peace of mind. We are based in the Washington DC, Maryland, and Virginia area. Don’t hesitate to reach out today to find out more about our services or schedule an appointment—contact us online here.
Contact Us
