PFC Happenings

AdvisorHub Recognitions

This Rating is provided on June 16, 2026, by AdvisorHub. It covers the period of 12/31/24 –12/31/25. There was no compensation exchanged directly or indirectly in consideration for or the use of this rating. The AdvisorHub “Advisors to Watch – Solo” list is an independent third-party ranking based on criteria including scale of business, year-over-year growth, and professionalism. Advisors may be nominated and/or submit data for consideration. No fees are paid to be included. This ranking is not indicative of future performance and is not a recommendation or representative of any one client’s experience.

rating is provided on April 9 2026, by AdvisorHub. It covers the period of 12/31/24 – 12/31/25. There was no compensation exchanged directly or indirectly in consideration for or the use of this rating. The AdvisorHub “200 Women Advisors to Watch” list is an independent third party ranking based on criteria including scale of business, year over year growth, and professionalism. Advisors may be nominated and/or submit data for consideration. No fees are paid to be included. This ranking is not indicative of future performance and is not a recommendation or representative of any one client’s This experience.

Kestra's Annual Ascend Conferences

February 2024

February 2025

February 2025

February 2026

Client Appreciation Dinners

September 16, 2024

Summer 2023

Michelle & her daughter Paige got hands on with "Camp Because I Said I Would" this summer. This service project was part of the Million Dollar Round Table charity events. Michelle, along with her daughter and numerous other MDRT members, traveled to Ohio to assist "Camp Because I Said I Would" with various projects they needed to beautify their grounds after a recent tragic fire at the camp. This camp works with adults and teens that may be dealing with bereavement and/or mental instability issues.

What a great time they had!

Potomac Financial Consultants is InfoSafe Certified

Showing our commitment to privacy and trust, we have become InfoSafe Certified, through INVISUS, by implementing comprehensive data security and privacy safeguards to protect our office and clients against potential identity theft and cyber-crime. In today's digital age, where personal and financial information collected by businesses and other organizations can be accidentally exposed, we have invested in proper safeguards. Our firm is certified as having met the safeguards of INVISUS and the InfoSafe Certification program. INVISUS provides the most respected and comprehensive information security and privacy certification.

Find out more at www.Invisus.com