Our Team

"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."

"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."

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...

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. ...