Client Service Specialist
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 where she was a branch manager and supervised 13 employees. She has extensive experience working with clients on a variety of service requests and we are delighted she will be joining us.
Originally from New Jersey, Kathleen now resides in Myrtle Beach, SC. She has two children in college and enjoys country music, the beach, and spending time with her husband Greg.