With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Robert Potter

CFP®, CRPC, MS

Private Wealth Advisor

Managing Director of Tru Insight Wealth Advisors
Learn more about Robert Potter Visit Robert Potter's website

Vadim Matatov

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Vadim Matatov Visit Vadim Matatov's website

Beth Lappin

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Beth Lappin Visit Beth Lappin's website

Scott Van Overmeer

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Scott Van Overmeer Visit Scott Van Overmeer's website

Zeina Robinson

CFP®, MBA

Financial Advisor

Learn more about Zeina Robinson Visit Zeina Robinson's website


Our team

Danielle Jenkins

Danielle Jenkins

Client Service Coordinator

Roles & Responsibilities

  • Client Service & Scheduling
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MaCara Moffit

MaCara Moffit

Administrative Assistant

Roles & Responsibilities

  • Business Processor
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Erin O'Hara-Vedolich

Erin O'Hara-Vedolich

Client Concierge

Ellen Morency

Ellen Morency

Operations Manager