Broker Check

Our Team

Mark Avallone, MBA, CRPS®, CFP®, AIF®


"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

"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


Melissa is the newest member of the Potomac Wealth Advisors, LLC team.  Ms. Allen is responsible for client relationship management as well as business development.  Melissa is also working toward obtaining a Certified...

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