“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 can focus on living their lives.”
Charles Potter
Chuck is passionate about sharing wealth building principles, information and skills acquired over his career and lifetime.
Josh considers being a husband, raising his children, coaching the young men in his community, taking care of his client’s and their assets, to be the most important work he will ever do.
