Broker Check

Our Team

Mark Avallone, MBA, CRPS®, CFP®

President

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...

Read more

John D. Orem, CFP®

Previous Experience Includes: Vice President, SunTrust Private Client Services Comprehensive Wealth Management, focus on legal practices and not-for-profit organizations Senior Trust...

Read more

Courtney Taylor

Client Services

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...

Read more

Daniel Hanford

Client Service Manager

301-279-2221

301-279-2230

daniel@potomacwealth.com

Daniel grew up in the Bethesda area and is a graduate of The University of Maryland, College Park. He has a strong marketing and communications background and served as an advertising account executive for a Washington D.C. area local...

Read more