“I am passionately committed to helping our clients grow and preserve their wealth. Our team of professionals works diligently to ensure that family wealth passes efficiently from one generation to the next.”
Stephen Potts is a Principal and Co-Founder at Professional Wealth Advisors, LLC. Steve brings over 18 years of financial planning services knowledge and wealth advice, assisting clients and business owners in the pursuit of their personal and professional goals.
In 2015, Steve and his business partners founded Professional Wealth Advisors, LLC, to establish an independent firm that offers financial planning services, and advice that is objective. PWA is a financial firm that puts the interests of our clients ahead of the those of the firm.
Prior to creating PWA, Steve served as an Advisor and Managing Director at MetLife Securities. Steve was proud to follow his grandfather and father in becoming a 3rd generation MetLife financial advisor.
Steve graduated with a B.A. from Northern Illinois University and a Master’s degree from North Central College. Steve is a Chartered Financial Consultant (ChFC®) as conferred by the American College. He holds his license for FINRA series 6, 63, 65, 7, 24, 53 through LPL Financial as well as Life and Disability Insurance.
Steve and his wife, Mandy have 3 sons. Steve enjoys running, golf, and the outdoors. He has completed countless races, including 5 marathons and two triathlons, but his greatest joy comes from watching his sons compete in their various athletic and academic endeavors.
Steve’s favorite quote: “Someone is sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffet