Qualifications

We have been helping individuals, families, and businesses find solutions to their financial situations for over 35 years.

R. Bruce Potter has over 35 years experience in the industry, has been licensed as a Certified Financial Planner Professional (R) since 1989, and a Registered Investment Advisor since 1992.  He obtained a B.A. and a M.A. in Business Education.  In addition to his financial planning experience he taught business, marketing, and personal finance for 23 years.  He belongs to the Financial Planning Association and has served as Chairperson of the Government Relations/ Professional Issues Committee of FPA of Colorado.  He has also been very involved in promoting financial literacy in K-12 schools in Colorado.  He is the Treasurer for Colorado Jump$tart, part of a national, non-profit coalition, dedicated to improving the financial literacy of students pre-kindergarten through college.  

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial concepts and the solutions to your problems.  The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.