Potomac Advisory Group
Financial ServicesInvestment serviceFinancial AdvisingFinancial consultant

Potomac Advisory Group

Bethesda, Maryland

Address3 Bethesda Metro Center Suite 700 Suite 700, Bethesda, Maryland, 20814Get directions

Description

Kevin has decades of experience in the tax industry, and a record of success in helping clients across the country pursue their goals. He is an Enrolled Agent and holds Masters Degrees in Organizational Management and Accounting and Finance. Kevin has chosen to work with Avantax, the most trusted name in investment advisory services, to bring the best possible solutions to his clients. He focuses on quickly and accurately addressing the changing financial, insurance, and tax needs of his clients throughout the year.

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