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 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...

Kathleen is the newest member of the Potomac Wealth Advisors, LLC team where she will be handling client service requests and office administration. Kathleen has over 25 years of experience in banking most recently at TD Bank...