Meet the Experts of Potomac Financial Consultants Put our years of experience to work for you. While we are as accessible to you as possible, you’ll also have the ability to check in on your progress to get a snapshot of your finances at any time, 24/7, through our Client Access. No need to wait! We want to get to know you and in the meantime, get to know our team below. Michelle Bender President and Senior Advisor, CFP (301) 948-3900 (301) 948-8806 firstname.lastname@example.org 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 of the details in financial planning, her greatest joy is serving as a guide for some... Read more Sarah Wheeler Client Service Advisor (301) 948-3900 (301) 948-8806 email@example.com Sarah has a passion for helping people and as our Client Service Advisor, she is responsible for providing support in the various levels of investment analysis and wealth management. A recent graduate from Towson University, Sarah... Read more Grace Aucoin Executive Sales Assistant (301) 948-3900 (301) 948-8806 firstname.lastname@example.org A passionate go-getter, Grace handles many of the minute details for all client accounts including transferring accounts, distributions, contributions, and assisting with any questions you might have. She has an eye for details, and... Read more Candace Davidson Executive Sales Assistant (301) 948-3900 (301) 948-8806 email@example.com Our very own “jill of all trades” is our Executive Sales Assistant, Candace. 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... Read more Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!