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Potomac Financial Private Client Group

14 people · 0 jobs
‌

At Potomac Financial Private Client Group, LLC, we empower clients to reach their financial goals and make better financial decisions.

Industries

Finance

Headquarters

McLean, United States

Employees

11-50

Links

Org chart

Michael Kalas
Chief Executive Officer
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Timothy Shean
Principal & Chief Investment Officer
Steve Richardson
Principal & Senior Advisor
Joe Lamoglia
Principal & Senior Advisor
Amy Frix
Director of Operations
Nancy Rick
Senior Advisor
Phil Corso
Senior Advisor
Ryan Kellinger
Advisor

Teams

+3

Advisory Team

7 people · 0 jobs

CS

Financial Planning Team

4 people · 0 jobs

Leadership Team

2 people · 0 jobs

Offices

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