• Potomac Financial Private Client Group

    Potomac Financial Private Client Group


    Financial Advisors/Services

    About Us

    PFPCG is an independent financial planning and investment management firm. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.


    Potomac Financial Private Client Group Team
    Steve Richardson, Tim Shean, Joe Lamoglia

    Rep/Contact Info

    Amy L Frix
    Director of Operations
    View Personal Bio
    Ryan Kellinger CFP
    Financial Advisor
    Joseph Lamoglia
    Vice President
    Kyle Morrissey
    Financial Planning Services Associate
    Steve Richardson
    Timothy P. Shean
    Chief Investment Officer
    Ryan Sullivan
    Advisor Assistant