Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.




Team

Susan Potter

Susan Potter

Client Service Coordinator

Qualifications

  • Susan graduated from Southern Nazarene University with a B.S. degree in Education and from U.C.O. with a M.Ed. in Reading..

Roles & Responsibilities

  • With over 16 years on the team, it's difficult to describe all of Susan's contributions. However, two key responsibilities are handling the schedule and coordinating client events.
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