Broker Check

Simply Ideal - Their Father & Son Practice

Working Hard to Make Your Life Easier

Chuck Potter isn't known for taking the easy route in life. When he's passionate about something, he goes all out. 

He's designed his own golf course (TroubleWood, a 9-hole, par-31 executive layout), soon to have two sets of tees for 18-hole play. He's created his own strategic planning firm, and mentors more than 30 fellow financial advisors.

When Chuck wanted a business partner who shared his drive and passion, he looked to his son Josh. Josh was a competitive athlete and young entrepreneur before he even attended college. His hobbies include bow hunting and fly fishing - sports that physically and mentally challenge his instincts and abilities. 

There's harmony in the father-and-son duo's approach; they're completely committed to making things clear and understandable for their clients. 

“We’re a family and we treat our clients like they are part of our family,” says Chuck. “We work hard for them so they don't have to worry about anything.”

Client Centered

Chuck Potter isn't known for taking the easy route in life. When he's passionate about something, he goes all out. 

He's designed his own golf course (TroubleWood, a 9-hole, par-31 executive layout), soon to have two sets of tees for 18-hole play. He's created his own strategic planning firm, and mentors more than 30 fellow financial advisors.

Client Centered

When Chuck wanted a business partner who shared his drive and passion, he looked to his son Josh. Josh was a competitive athlete and young entrepreneur before he even attended college. His hobbies include bow hunting and fly fishing - sports that physically and mentally challenge his instincts and abilities. 

There's harmony in the father-and-son duo's approach; they're completely committed to making things clear and understandable for their clients. 

“We’re a family and we treat our clients like they are part of our family,” says Chuck. “We work hard for them so they don't have to worry about anything.”