Our Team

Portrait

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 built a distinguished record at the SunTrust Trust Department and the Private Bank at Bank of America, where he provided clients with guidance in complex investment, business planning and wealth transfer matters. 

Since founding Potomac Wealth Advisors, LLC in 2004, Mark has focused on helping clients achieve the financial life they deserve, from an independent, conflict-free perspective. Mark has been named by The Financial Times (2015) as one of the countrys Top Retirement Plan Advisors, and as an All-Star Research Manager at both Financial Advisor (2012) and Private Wealth Magazines (2012).  He has also been recognized by the Washington Business Journal (2011-2015), Smart CEO Magazine (2012, 2015), Five Star Professional (2012, 2015) and other organizations.

Mark is a regular contributor to Forbes and his contributions have also appeared in the Wall Street Journal and The Journal of Commercial Banking. He is also frequently quoted in the press including in noted publications such as USA Today, U.S. News and World Report, The Washington Post, The Washington Business Journal, The Motley Fool, Business Insider Magazine and Financial Advisor IQ. He has also appeared on local radio shows and is also an invited speaker on a variety of topics related to financial planning.  

Mark is active within his community and enjoys working with young people.  He was an Adjunct Professor at the University of Maryland University College where he was an instructor of several business and finance courses for almost ten years.  He is also a dedicated supporter of the Greater Washington Boys and Girls Club, where he served as both Director and President. In this role, Mark received a National Service to Youth Award, the Richard J. Fedalen Award for meritorious Board service, and the You Make a Difference Award. 

Originally from New Jersey, Mark graduated with honors from Rutgers University in Newark, NJ. He was elected to serve on the Student Government Association and was also captain of the wrestling team.  He also earned his MBA degree from Rutgers.  In addition to his active FINRA securities registrations and State Insurance licenses, he is a Certified Financial Planner™ practitioner and received a Chartered Retirement Plans Specialist™ designation from the College for Financial Planning. 

In his spare time Mark enjoys kickboxing, golf, tennis, listening to music, and finding interesting bottles of wine.  He lives in Adamstown, MD with his wife Christine and daughter Abigail.

John D. Orem, CFP®

  • Potomac Wealth Advisors, LLC, 2010 - Present

Previous Experience Includes:

  • Vice President, SunTrust Private Client Services
    Comprehensive Wealth Management, focus on legal practices and not-for-profit organizations
  • Senior Trust Relationship Manager, Sandy Spring Bank
    Trust Investment Management and Estate Planning
  • Vice President, Riggs and Co. International Private Banking
    foreign exchange, international trade and finance
  • State Attorneys General - government relations
  • U.S. Senate staff

Community Involvement:

  • Montgomery College Foundation Planned Giving Council 2011 - Present
  • District of Columbia Audubon Society, Board of Directors, 2013 - Present
  • Gonzaga Business Network, Board of Directors, 2011-Present
  • Chevy Chase Citizens' Association-Executive Committee, Business Liaison Representative, 2010-2013 
  • Urban Baseball Foundation, Advisory Board Member, 2011-Present
  • Capital City Little League, Advisory Board Member, 2009 -2013
  • Volunteer youth baseball coach, 2003- 2011

Education and Licensing:

  • Certified Financial Planner®
  • College for Financial Planning
  • Bachelor of Arts, College of the Holy Cross
  • Registered Representative FINRA (Series 7 and 66)
  • Licensed Life and Health Underwriter

Mark H. Schlossenberg

  • Financial Advisor, Potomac Wealth Advisors, LLC, 2014 - Present

Previous Experience Includes:

  • Financial Services Professional, NYLIFE Securities, LLC
    Retirement Planning, emphasis on legal practices and emerging companies
  • Insurance Producer, Financial Advantage Associates, Inc.
    Focused on business owner protection and succession planning
  • VP of International Strategies, Premier Basketball League
    Recruited and negotiated the contract for the first Thai Basketball player to play professionally in the United States
  • Founder and Publisher, Mid-Atlantic Sports Digest, LLC
    Received the 2004 USTA Mid-Atlantic Section Outstanding Media/Press Coverage of the Year Award from the U.S.T.A.

Community Involvement:

  • Director of Tennis Operations, Columbia Country Club
    Directed the Tennis Operations at the prestigious 2,000 Member Private Club
  • Director of Marketing, Georgetown Prep Tennis Club
    Directed the Marketing of the Commercial Tennis Facility at the Georgetown Preparatory School
  • Competed on UMBC Intercollegiate NCAA Division I Tennis Team

Education and Licensing:

  • Bachelor of Science, University of Maryland Baltimore County(UMBC)
  • Registered Representative FINRA (Series 7 and 63)
  • Licensed Life and Health Underwriter

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 finance at the University of Tampa.

Courtney has operations experience in the legal, insurance, and financial industry environments. She excels in providing innovative solutions and enhancing the client experience. She also helps us with our new client development.

When Courtney is not studying finance she enjoys spending time with her family and running with her whippet, Sailor. She is also a passionate gardener, and volunteers at local permaculture gardens. When you meet Courtney be sure to ask her to explain what Permaculture is.

We hope you have the chance to meet Courtney soon and we are excited she has joined our team.