Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Intergenerational Planning
  • Saving for Education
  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Insurance
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Awards & recognition

  • Robert Potter, Forbes Best-in-State Wealth Advisors, 2023, 2022, 2021, 2020, 2019, 2018
  • Robert Potter, Ameriprise Chairman's Advisory Council, 2012
  • Tru Insight Wealth Advisors, Ameriprise Client Experience Award, 2020

Community participation

Forgotten Harvest Farm Team Picture 6-20-2018
Forgotten Harvest Farm Team Picture 6-20-2018

Forgotten Harvest Farm, Ameriprise Financial Services, LLC National Day of Service, June 20, 2018

Gleaners Food Bank, Ameriprise Financial Services, LLC National Day of Service, November 10, 2017

Forgotten Harvest, Ameriprise Financial Services, LLC National Day of Service, November 11, 2016

Gleaners Food Bank, Ameriprise Financial Services, LLC National Day of Service, November 13, 2015

Forgotten Harvest, Ameriprise Financial Services, LLC National Day of Service, November 14, 2014

Our approach

Tru Insight Wealth Advisors serves the needs of accomplished individuals and families. Our focus is for clients to have a clear understanding of where they are in their financial life and where they are headed. We accomplish this through our three core tenets:

· Comprehensive approach to financial planning and investment research.

· Client education.

· A collaborative team approach to providing solutions to client needs.

Our photos

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