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Potomac Financial Private Client Group
Categories
Financial Advisors/Services
- 11130 Sunrise Valley Drive Suite 130 Reston VA 20191
- (703) 891-9960
- (877) 253-1287
- Send Email
- Visit Website
Hours:
9:00am - 5:00pm
Driving Directions:
11130 Sunrise Valley Drive
Suite 130
Reston, VA 20191About Us
PFPCG is an independent financial planning and investment management firm.
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Potomac Financial Private Client Group Team
Steve Richardson, Tim Shean, Joe Lamoglia
Rep/Contact Info
Amy L FrixAmy L FrixDirector of Operations- Phone: (703) 891-9960
- 11130 Sunrise Valley Drive Suite 130 Reston VA 20194
View Personal BioRyan Kellinger CFPRyan works with the team of fiduciary advisors to support client’s financial planning and investment management. He has a lead role in advising many new clients, particularly young professionals, new families, and the LGBTQ+ community who are facing a unique set of financial challenges.
He believes there is an opportunity for people to take ownership of their financial health and make decisions that set themselves up for success while using their money to match their values.
Ryan has worked with Potomac Financial since 2016 and earned his Certified Financial Planner™ designation in August 2018 when less than 5% of all CFP® holders were under 30. He graduated from Virginia Tech in 2016 with a Bachelor of Science in Finance and completed Virginia Tech’s CFP® Certification Education Track.Ryan Kellinger CFPFinancial Advisor- Phone: (703) 891-9960
- 11130 Sunrise Valley Drive Suite 130 Reston VA 20194
Joseph LamogliaJoseph LamogliaVice President- Phone: (703) 891-9960
- Send an Email
- 11130 Sunrise Valley Drive Suite 130 Reston VA 20191
Kyle MorrisseyKyle MorrisseyFinancial Planning Services Associate- Phone: (703) 891-9960
- 11130 Sunrise Valley Drive Suite 130 Reston VA 20194
Steve RichardsonSteve RichardsonPresident- Phone: (703) 891-9960
- 11130 Sunrise Valley Drive Suite 130 Reston VA 20194
Timothy P. SheanTimothy P. SheanChief Investment Officer- Phone: (703) 891-9960
- 11130 Sunrise Valley Drive Suite 130 Reston VA 20191
Ryan SullivanRyan SullivanAdvisor Assistant- Phone: (703) 891-9960
- 11130 Sunrise Valley Drive Suite 130 Reston VA 20194
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