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  2. Betsy Potter, FPQP®

Betsy Potter, FPQP®

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Betsy Potter
FPQP®
Director of Finance & Human Resources

Mrs. Potter earned the Financial Paraplanner Qualified Professional designation from the College for Financial Planning. Previously, Mrs Potter was Director of Operations for boutique wineries such as Vice Versa Wines, Apriori Cellar, and Kelham Vineyards. Prior to that, she served as Controller at Erin Martin Design.

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