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

Finance

Potomac Financial Private Client Group

Michael Kalas

Grayson Hurley

Nicole Infantolino

Nancy Rick

Phil Corso

Kyle Morrissey

Ryan Sullivan

Timothy Shean

Ryan Kellinger

Joe Lamoglia

Steve Richardson

Amy Frix

The Leadership Team at Potomac Financial Private Client Group guides the overall strategy and vision of the firm, ensuring alignment with client goals and values. Comprised of experienced executives, the team focuses on investment decisions, operational excellence, and fostering a client-centric culture to empower individuals in their financial journey.

Leadership Team

Advisory Team

Financial Planning Team

Leadership Team

About

Team members

Other teams at Potomac Financial Private Client Group

Advisory Team

Financial Planning Team