Broker Check

Our Team

Mark Avallone

President, MBA, CRPS®, CFP®

Mark has been helping executives, professionals, entrepreneurs and families work towards achieving financial success for over twenty five years. Mark began his career in corporate banking and real estate finance. On this foundation he...
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John D. Orem, CFP®

Potomac Wealth Advisors, LLC, 2010 - Present Previous Experience Includes: Vice President, SunTrust Private Client ServicesComprehensive Wealth Management, focus on legal practices and not-for-profit organizations Senior Trust...
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Mark H. Schlossenberg

Financial Advisor, Potomac Wealth Advisors, LLC, 2014 - Present Previous Experience Includes: Financial Services Professional, NYLIFE Securities, LLCRetirement Planning, emphasis on legal practices and emerging companies Insurance...
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Courtney Taylor

Client Services

Potomac Wealth Advisors, LLC 2016 to Present Courtney Taylor is the newest member of our Client Services team. She brings her talents to us from Tampa, Florida where she worked in the financial industry and pursued her degree in...
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