Our Mission
Our mission is to empower and educate women by providing personalized, holistic financial guidance that combines our expertise and shared experiences to help you achieve your goals and create a fulfilling life.
Women and wealth by the numbers
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2x
Women are nearly two times more likely than men to describe their level of investing knowledge as “non-existent. 1
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30%
Women retire with 30% less savings than men, on average, yet often live five years longer. 2
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65%
65% of women who are actively working and saving worry about outliving their retirement savings. 3
Team-driven investing, working for you and your family
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Michelle Cooper JD, MBA
Partner & Director, XML Women
Michelle Cooper is the Director and Co-founder of XML Women, a division of XML Financial Group that focuses on the planning and financial needs of women at all stages of their lives. She brings over 25 years of experience in the estate planning, finance and tax fields.
Shawna Bieda, CFP®, CDFA®
Senior Wealth Advisor
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.
Nicole Treiber
Wealth Advisor
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.
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Lauren O'Brien, CFP®, RICP®, CPA
Senior Wealth Advisor
Lauren O’Brien is a Certified Financial Planner™ professional and Retirement Income Certified Professional® committed to helping her clients on their life journeys with thorough financial planning.
Sasha Kantarski, CFP®, CES™, MBA
Wealth Advisor and Director of Financial Planning
Sasha Kantarski is a Partner at XML and Wealth Advisor working with the Curtis Congdon team helping clients craft their financial future so that money concerns and anxieties don’t take focus away from things truly important to them and their families.
Noorjahan Enayat, CFP®
Senior Wealth Advisor
Noorjahan “Noory” Enayat is a Senior Wealth Advisor and member of the XML Investment Committee. Her focus is on goal-oriented advice and holistic financial planning that inform the investment strategies for each client’s unique needs and objectives.
Beth Levine
Senior Wealth Advisor
Beth Levine joined XML in 2007 following almost 15 years at Smith Barney. She has developed a solid base of individual clients, as well as a unique specialization in working with condominium and homeowner associations.
Sharon Abbey
Wealth Advisor
Sharon Abbey is a Wealth Advisor and the Branch Manager of the Breckenridge, Colorado office. She provides brokerage and investment management services along with insurance solutions.
Jennifer Telesca, CIMA®, CRPC®
Wealth Advisor
Jennifer began her career in the financial services industry in 1998. In her previous roles, Jennifer was a Wealth Advisor at Samson Wealth Management Group and a Sales Vice President at John Hancock where she was responsible for the distribution of the firm’s mutual funds, separately managed accounts, 529 college savings plans, and ETFs.
Resources for investors like you
Each month our team publishes articles, webinars, and videos covering critical financial planning, investment management, and estate planning topics.
