Meet the Team
Potomac Financial Private Client Group, LLC, is led by its Chief Executive Officer, Michael Kalas, and his business partners, Steven Richardson, Timothy Shean, and Joe Lamoglia. Not only do we have the knowledge and experience to help you pursue your financial goals, we do so by offering customized guidance and planning. Our firm’s reputation for professional excellence and reliability gives our clients a high level of confidence in the financial strategies we recommend and help implement.
Michael, Steven, Timothy, Joe, Tacy and Clem are all registered representatives and Investment Adviser Representatives of Commonwealth Financial Network®. Commonwealth is a member FINRA/SIPC, an independent broker/dealer with a national network of more than 1,600 financial professionals nationwide, which has been recognized ten times as Broker/Dealer of the Year by Investment Advisor magazine.*
*Commonwealth was named the top broker/dealer in its division in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This is based on financial advisors rating their own broker/dealers for service.