Steve Potter

Financial Advisor

Steve has been an active investment professional since 1980. He began his career as a member of the Chicago Mercantile Exchange and the Chicago Board of Trade.

After many years of proprietary trading, he became a financial advisor with the goal of using his technical and fundamental market expertise to help clients design efficient and dynamic portfolios.

Steve holds FINRA Series 7 and 66 licenses as well as state insurance licenses through LPL Financial. His main focus is on client income needs as they approach and enter retirement. He assists clients with all of their financial needs through his network of specialists in estate planning, law, accounting, insurance and annuities, alternative investments, banking, and real estate.

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