Our Team

Real relationships with real people.

When you call Potomac Financial Private Client Group, you speak with someone who knows your name. When you visit our office, you meet the same team that supports your plan. We believe meaningful relationships are the foundation of lasting financial confidence.

Steve Richardson, CFP^®, AIF^®

Principal & Senior Advisor

Timothy Shean, CFP®

Principal & Chief Investment Officer

Joe Lamoglia, ChFC^®

Principal & Senior Advisor

Ryan Kellinger, CFP®

Advisor 

Kyle Morrissey, CFP®

Advisor 

Ryan Sullivan, CFP®

Advisor 

Amy Frix

Director of Operations

Nicole Infantolino

Advisor Assistant 

Aidan McCall

Advisor Assistant

Arjun Khadka, BFA^®

Advisor Assistant

Chief Morale Officers

Our primary responsibilities include greeting every team member and client with enthusiasm, encouragement, and an impressive wag-to-body ratio. Our mission is to make everyone feel welcome, supported, and just a little bit happier than they were five minutes ago.

When deadlines loom, or stress levels rise, we spring into action with expertly deployed cuddles, well-timed nose nudges, and a calming presence.

Copper

Sunshine

Keep moving forward.

Your life and goals will continue to change. Potomac Financial Private Client Group helps you navigate your future with confidence.