Betsy Potter, FPQP®

Mrs. Potter provides ParaPlanning support for clients, and internally serves as our Controller. She 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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