Potomac Financial Private Client Group

1 follower

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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

Michael Kalas

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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

Kyle Morrissey

Financial Planning Associate

Ryan Sullivan

Financial Planning Associate

Senior Advisor

Senior Advisor

Advisor

Advisor Assistant

Advisor Assistant

Teams

Advisory Team

7 members

Financial Planning Team

4 members

Leadership Team

2 members

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