Potomac Financial Private Client Group

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

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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
Nancy Rick
Senior Advisor
Phil Corso
Senior Advisor
Nicole Infantolino
Advisor Assistant
Grayson Hurley
Advisor Assistant