Meet The Team
"Find a group of people who challenge and inspire you, spend a lot of time with them, and it will change your life."
President / Chief Investment Officer
Being born and raised in Maryland means I put Old Bay on everything – if you don’t like blue crabs…we just can’t be friends.
Director of Advisor Education
Faith, family, and friends are our priorities, and that doesn’t include “stuff.” Our lifestyle is now full-time RV living!
Director of Advisor Experience
My family is fortunate enough to spend our free-time fishing, crabbing, and kayaking along the Chesapeake Bay.
Director of Marketing
Laugh hard, run fast, be kind. I love classic cars so much that I am currently pursuing my pilot’s license.
Our favorite activities are going out on the boat, going to the beach, laying out by the pool, and movie nights!
If we aren’t at a baseball field we are spending time with family or friends.
Investment Committee Consultant
I grew up in a flat landscape, but there was always something about the mountain lifestyle that appealed to me.
Chief Compliance Officer
You’ll find me watching football, managing a fantasy team, watching recruiting videos of potential new Nebraska players.
Ready to Connect?
The team at Potomac is passionate about one thing, conquering risk. Let’s talk about what that can mean for you.