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17800 New Hampshire Avenue, Ashton, MD 20861

301.595.8600
info@potomacfinancialgroup.com
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We plan for the life you want to live —
not for market noise.

Numbers matter, but they’re only useful when they free you to make choices. We turn complex financial details into clear plans so you can focus on family, work, and the things that make retirement worth having.

A mentor’s lesson turned into a promise

Todd Wike learned early from Larry Grabenstein that this work is more than spreadsheets — it’s leadership, care, and problem solving for real people. That lesson shaped our mission: to guide clients through retirement transitions with hands-on planning, clear explanations, and disciplined investment approaches that aim to protect capital and preserve income so families can live confidently, year after year.

Our pledge to you — practical, steady, personal

Our pledge to you — practical, steady, personal

Plans built around your life, explained plainly

Using our Freedom7 process, we consolidate every account and goal into one understandable roadmap and walk you through it in everyday language so you know what to expect.

Fewer gut-wrenching market surprises

Our managed strategies include active hedging to reduce sudden portfolio drops—helping you avoid reactionary moves that can derail long-term goals.

Paychecks, not guesswork

We design income plans focused on predictable withdrawals and timing, so you can budget and live without translating headlines into daily anxiety.

Meet Our Team

Todd Wike

Todd Wike, CFP®

Managing Partner

Todd leads client strategy and day-to-day planning, blending practical experience with a straightforward style. He’s driven by helping clients move from worry to clear decisions and believes good advice is honest, explainable, and steady. 

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Brad Schell

Brad Schell, CFP®

Financial Planner

brad@potomacfinancialgroup.com

Brad Schell, CFP® is a Financial Planner at Potomac Financial Group who is driven by the opportunity to help individuals organize the moving parts of their financial lives into a cohesive, meaningful plan. Brad finds purpose in seeing...
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Deborah Kelly

Deborah Kelly, CFP®

Certified Financial Planner®

Deborah Kelly, CFP® is a Financial Planner at Potomac Financial Group who brings determination, empathy, and a problem-solving mindset to every client relationship. Known for her ability to break down complex decisions into practical,...
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Brian Krawiec

Brian Krawiec, CFP®, ChFC®, CLU®

Financial Planner and Investment Advisor Representative

Brian Krawiec, CFP®, ChFC®, CLU® is a Financial Planner and Investment Advisor Representative at Potomac Financial Group who brings a research-driven mindset and analytical precision to every client relationship. With a background in...
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Greg Wilkinson

Greg Wilkinson

Financial Advisor

Greg Wilkinson, Financial Advisor at Potomac Financial Group, approaches financial advising with genuine curiosity, empathy, and a strong belief in the power of meaningful relationships. He sees every client interaction as an...
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Kevin Pinto

Kevin Pinto, CFP®

Certified Financial Planner®

Kevin Pinto, CFP® is a Financial Advisor at Potomac Financial Group who brings nearly three decades of experience and deep expertise in comprehensive financial planning to his client relationships. Throughout his career, Kevin has...
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Lanta Evans-Motte

Lanta Evans-Motte, RFC®, RICP® 

Financial Advisor

Lanta Evans-Motte, RFC®, RICP® is an independent financial advisor at Potomac Financial Group, where she brings a holistic planning philosophy to every client relationship. With more than 30 years of professional experience, Lanta...
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Sara Lempa

Sara Lempa

Client Services Manager

Sara Lempa, Client Services Manager at Potomac Financial Group, brings warmth, dependability, and a genuine personal touch to every client interaction. With nearly two decades of experience, she has built a well-earned reputation for...
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Sophia Whitney

Sophia Whitney

Registered Client Service Associate

Sophia Whitney, Registered Client Service Associate at Potomac Financial Group, thrives in a role centered on service, support, and genuine care for the people she works with. She brings empathy and patience to every interaction,...
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Krystal Mauriello

Krystal Mauriello

Office Manager & Marketing Coordinator

Krystal Mauriello, Office Manager and Marketing Coordinator at Potomac Financial Group, brings warmth and structure to her role, expertly balancing operational leadership with a creative eye for meaningful communication. With a natural...
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Want to see how this could work for you?

Let’s talk for 20 minutes. We’ll listen to your main concern, share how we’d approach it, and help you decide whether a deeper conversation makes sense—no pressure, just practical clarity.

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