Broker Check
Michelle  Bender

Michelle Bender

President and Senior Advisor, CFP®

Michelle Bender has a gift for connecting with people, and it’s certainly one that sets her apart as a financial advisor. While she loves all the details of financial planning, her greatest joy is serving as a guide for some of the most important decisions in people’s lives.  For her, the thrill is in watching a couple realize their dreams in retirement.

Originally from Pittsburgh, PA, Michelle had an “aha!” moment in college as an intern at an independent financial planning firm. She was hooked on helping people discover financial freedom from the get-go and has been working as a financial planner ever since. She graduated from Seton Hill College (now University) with dual majors in Accounting and Human Resource Management.

Michelle achieved the CERTIFIED FINANCIAL PLANNER TM designation through the College of Financial Planning.  Michelle is a Registered Representative of Kestra Advisory Services. She is actively involved in the financial services industry as a Top of the Table member of the Million Dollar Round Table, as well as a member of the Financial Planning Association. She is currently a member of the Gaithersburg-Germantown and the Poolesville Chambers of Commerce.  Michelle is also a current member of the Board of Trustees and Investment Advisory Committee for the Greater Washington Community Foundation.

In Michelle’s spare time, she spends time with her husband and twin children shuffling them between sporting events, as well as enjoying time on her Peloton or running in road races.