Brett Bernstein, CFP©, was named one of the Top Board Presidents of the Year by BoardRoom magazine. Brett serves as President of the Lakewood Country Club in Rockville, Maryland. BoardRoom magazine annually recognizes the world’s top private club presidents, as Private Club Presidents of the Year, for their outstanding work, their understanding of the industry, and role and responsibilities of the club’s board of directors. (January 31, 2012)
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XML was also named as one of Washington's Premier Wealth Advisors in the Washington Business Journal. The list of companies was selected by NABCAP an independent, non-profit that seeks to identify top practitioners, using an objective questionnaire assessing 20 categories of practice management. September, 2011
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