Our very own “jill of all trades” is our Sales Assistant, Candace. She helps keep the Potomac Financial Consultants office running smoothly, on time and on track. The friendly voice answering the phone belongs to her, and she is always willing to assist the other members of the team to better serve our clients. Candace schedules client meetings and is an expert researcher when it comes to life insurance or other policy information a client may need. Candace is an unregistered associated person of Kestra Investment Services, LLC.
A graduate of West Virginia University, Candace values the intimacy in client relationships that is a natural byproduct of a small office environment. She will remember your name, and makes every client feel like a VIP.
When not at her desk, you can likely find Candace on horseback. She rides and competes with her horses, spends time at home on the farm, and is involved in the local 4H community and the Pennsylvania State 4H Horse Show.