Greg Wilkinson

Greg Wilkinson, Financial Advisor at Potomac Financial Group, approaches financial advising with genuine curiosity, empathy, and a strong belief in the power of meaningful relationships. He sees every client interaction as an opportunity to build trust, listen closely, and offer clarity in an often-complicated financial world. With a background in economics and cost analysis, Greg blends data-driven thinking with a down-to-earth communication style that makes complex concepts accessible. He takes time to truly understand what matters most to each client, offering insights that support their decisions and reflect their deeply held values. His goal is to leave every conversation with a positive impact—one that respects where people are now and honors where they want to go.

Greg's approach is grounded in the belief that financial planning is ultimately about helping people live with greater confidence and peace of mind. He combines technical expertise with genuine human connection, understanding that the best financial advice must account for both the numbers and the life behind them.

Greg holds a Bachelor of Arts in Economics from the University of Maryland, College Park, and a Master's degree in Cost Estimating and Analysis from the Naval Postgraduate School. He is a Licensed Securities Agent and Investment Adviser Representative (Series 7 and Series 66).

Born and raised in Laurel, Maryland, Greg now shares his life with his wife, Susie, and their two children, Luke and Brooke. Together, they enjoy exploring the outdoors through camping, hiking, and traveling to new destinations—adventures that have become central to their family story. One of Greg's most cherished memories is proposing to Susie at the top of a mountain in the Swiss Alps, a moment that perfectly captures his adventurous spirit and his love for creating lasting, meaningful experiences with the people he cares about. Greg's hobbies reflect his diverse interests and active lifestyle, ranging from snowboarding and SCUBA diving to playing piano and cooking. He's also a dedicated fan of Maryland Terrapins basketball and football, as well as the Washington Commanders. Beyond recreation and sports, Greg dedicates time to giving back to his community, volunteering with the American Red Cross and Big Brothers Big Sisters. For Greg, these commitments embody his deeper mission to leave a positive mark on the world around him. Whether at work or in his personal life, Greg's mission is to be a source of positivity and support, exemplifying the values of mindfulness, kindness, and meaningful connection in all that he does.