Broker Check

Our Team

Mark Avallone, MBA, CRPS®, CFP®, AIF®

President

"We strive to put your best interest first in everything we do, and we place the highest value on acting in an ethical manner at all times."

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John D. Orem, CFP®

Managing Director

301.279.2221

301.279.2220

John@potomacwealth.com

"You put years of hard work and a lifetime of hope into your investment goals. That's why we put all our years of experience, knowledge, and hard-earned insight into helping you achieve those goals."

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Melissa Allen

Manager, Client Service

301.279.2221

melissa@potomacwealth.com

Melissa Allen is responsible for client relationship management as well as business development.  She is also working toward obtaining a Certified Financial Planner® designation and has over 10 years of experience...

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Ryan Cerulle

Client Service Specialist

301-279-2221

301-279-2230

Ryan@potomacwealth.com

The newest member to Potomac Wealth Advisors, Ryan Cerulle is our Client Service Specialist.  Ryan joined Commonwealth Financial Network as an Operations Support Specialist after he graduated from Endicott College in 2019. ...

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