Broker Check

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

[email protected]

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...

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David Messina

Client Service Advisor

(301) 948-3900

(301) 948-8806

[email protected]

Dave works alongside clients to align their portfolios with their objectives. He handles portfolio and product research and analysis, as well as the implementation of our financial planning software for clients. He works with the team...

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Grace Aucoin

Executive Sales Assistant

(301) 948-3900

(301) 948-8806

[email protected]

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...

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Candace Davidson

Executive Sales Assistant

(301) 948-3900

(301) 948-8806

[email protected]

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...

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