Firm News

10/17/2020 – Steven E. Richardson and Joe Lamoglia earn FIVE Star Wealth Manager Award
9/30/2020 – Michael R. Kalas, Founding Partner of Potomac Financial Private Client Group retires
1/11/2020 – Firm participates in Rise Against Hunger Event sponsored by Reston Rotary
12/11/2019 – Annual Toys for Tots Collection Drive
12/7/2019 – Firm participates in Annual McLean ReinDog Parade
11/9/2019 – Client Appreciation Event at Fleetwood Farm Winery in Leesburg, VA
7/18/2019 – Annual Referrer’s Event at Sheryl Crow Concert, Filene Center at Wolf Trap
7/12/2019 – Steven E. Richardson, Michael R. Kalas, and Joe Lamoglia earn FIVE Star Wealth Manager Award
7/8/2019 – Ryan “Sully” Sullivan joins our team as an Advisor Assistant
6/1/2019 – PFPCG moves to new offices in Reston, VA
4/9/2019 – Firm participates in Scoops for a Cause to benefit SafeSpot Children’s Advocacy Center of Fairfax County
3/18/2019 – Kyle Morrissey passes CFP® Exam
12/12/2018 – Annual Toys for Tots Collection Drive
12/1/2018 – Firm participates in Annual McLean ReinDog Parade
11/3/2018 – Client Appreciation Event at Fleetwood Farm Winery in Leesburg, VA
6/30/2018 – Clem Dinsmore Retires
5/21/2018 – Ryan Kellinger Passes Commonwealth of Virginia’s Insurance Exam
3/26/2018 – Ryan Kellinger Passes CFP® Exam
12/16/2017 – Annual Toys For Tots Collection Drive
11/4/2017 – Client Appreciation Event held at Otium Cellars in Purcellville, Virginia
10/1/2017 – Ryan Kellinger promoted to Financial Planning Services Assistant
9/30/2017 – Steven E. Richardson Earns FIVE STAR Wealth Manager Award
9/6/2017 – Kyle Morrissey joins our team as an Advisor Assistant
8/8/2017 – Annual Referrer’s Event at the Filene Center at Wolf Trap