Stacie Potts

Stacie has developed a passion for serving others through the assistance she provides to our advisors in comprehensive financial planning. She is a financial paraplanner qualified professional who believes in working closely with our advisors to develop a deep understanding of the financial planning process. Stacie’s journey to Financial Paraplanner was not direct, as she made a detour to explore occupational therapy. One might consider this an unusual path, but the common thread is Stacie’s innate interest in helping others solve their problems and live their most meaningful lives. Her care and compassion for people are abundant.

Having earned her Financial Paraplanner Qualified Professional^SM - FPQP^® designation, Stacie is knowledgeable in a variety of financial topics, including investment planning, retirement planning, and tax planning working closely with the advisors she supports.

Stacie lives in Rhode Island with her husband and three children. She enjoys doing puzzles, home improvement projects, and going to various carnivals.