Firm News

1/13/2023 – Philip Corso and Nancy Rick join our team as Senior Advisors
12/3/2022 – Annual Client Appreciation Celebration at Fleetwood Farms Winery
9/2/2022 – Annual Referrer’s Event at Sting Concert, Filene Center at Wolf Trap
4/1/2022 – Kyle Morrissey, CFP® promoted to Financial Planning Associate
8/1/2021 – Steve Richardson and Joe Lamoglia earn FIVE Star Wealth Manager Award
7/8/2021 – Grayson Hurley joins firm as our newest Advisor Assistant and CFP® candidate
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