Charlie Potter, CLU®, ChFC®, RFC®, AEP®, CLTC
Phone: (919) 383-7421
Fax: (919) 383-6284
Charlie has worked in the insurance and financial services industry since graduating from St. Peter’s College in Jersey City, NJ with a B.S. degree in Marketing.
A chance visit to the Durham-Chapel Hill area lead this former college athlete to "college basketball heaven" and he has been an avid ACC fan ever since.
Charlie began with The Prudential and in 1985 after a successful career as an agent decided to take on the challenge of building an independent financial services firm and what is now The Potter Financial Group.
He currently holds five professional designations:
- Chartered Life Underwriter (CLU);
- Chartered Financial Consultant (ChFC);
- Registered Financial Consultant (RFC);
- Accredited Estate Planner (AEP);
- Certified in Long Term Care (CLTC).
Charlie is an active member of the Durham/Orange Estate Planning Council and is a Past-President of the Council.
His area of concentration is on the insurance component of the clients overall financial plan, focusing on the adequacy of existing individual or work related insurance coverages in light of the client’s stated goals and objectives.
In addition, Charlie manages the firm’s relationship with the major insurance companies we represent and negotiates costs and coverages on behalf of our clients. Charlie is an Insurance Agent with Potter Financial.
Chip Roe, CFP®, CRPC®, CRPS®
Principal, Senior Advisor
Phone: (919) 383-7421 ext. 104
Fax: (919) 383-6284
Chip Roe is an independent financial advisor and Managing Principal at The Potter Financial Group. He has over 25 years of experience in financial planning and wealth management. Chip provides objective advice that is tailored to meet each client’s specific and individual situation and that is designed to help them reach their stated financial goals.
He brings a depth of knowledge and perception of financial issues to his clients that helps them define their financial goals. Chip also offers his own perspective on how real life can change and even derail our best laid plans. He understands that financial charts and graphs don’t take into consideration all of the sudden shifts that happen in peoples’ lives – death, divorce, raising children, taking care of parents, etc. As a divorced parent, who is now remarried with a blended family, he understands that life unfolds and changes and our plans, even our financial ones, must change too. Chip sees his role as a partner to his clients, from just starting out to living in retirement. Today’s retirement is very different and he guides clients through all aspects of living a successful retirement.
He believes that “life is a great teacher” and his experience as the primary care-giver for his mother at the end of her life, has made him a champion of “the sandwich generation”; those who are still caring for children and taking care of aging parents. His financial practice reflects this important component of modern financial planning.
As an independent advisor, Chip offers objective advice and a wide array of tools, resources and investment strategies to meet each individual client’s requirements. He is not obligated to any proprietary products. When acting as a fiduciary, he is duty-bound to put the needs of his clients ahead of the firm.
Chip was born and raised in Durham and is a proud member of the Durham community. He raised his daughters here and is now remarried and delighted with his new blended family. He is past president of the Exchange Club of Greater Durham and a board member for the Exchange Family Center whose national missions are the prevention of child abuse and neglect. When not working with clients or volunteering, he and his wife, Bobbi, enjoy hiking, biking and travel.
In addition to the CFP®, Chip also holds the designations of Chartered Retirement Planning Counselor (CRPC®) and Chartered Retirement Plans Specialist (CRPS®) from the College for Financial Planning in Denver, Colorado. He received his Bachelor of Science degree in finance from Western Carolina University.
He is member of the Financial Planning Association and past president of the Durham/Orange Estate Planning Council. Chip holds a General Securities license (Series 7) and is an Investment Advisor representative through Commonwealth Financial Network®.
Price French, RFC®, CLU®
Phone: 919-383-7421 x114
Jason Harmon, CFP®
Wealth Advisor Associate
Jason Harmon graduated with a Bachelor’s degree in Economics from the University of North Carolina at Chapel Hill in 2006 and has worked in the financial services industry for over 8 years. Specifically, his experience is in the area of retirement and education planning. He has held the Certified Financial Planner™ (CFP®) certification since 2011 and also holds the Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) investment licenses along with various state insurance licenses. He currently serves as a wealth advisor associate with the Potter Financial Group.
Jason lives with his wife in Raleigh and enjoys watching sports, playing golf and reading in his spare time.
Phone: (919) 383-7421 ext. 116
Fax: (919) 383-6284
Jackie McDowell loves working with people, it is why she loves her job. Jackie supports our mission that clients always come first.
As Vice President of Operations for The Potter Financial Group, she is responsible for the day-to-day operations of the firm. She makes sure that all paperwork for investment and insurance accounts are processed and updated promptly and that client requests and questions are addressed. Providing clients with the best possible service is her mission.
Her background is in insurance and she joined The Potter Financial Group in 1987 as the new business processor of the Individual insurance division. In addition, she has served as assistant to the President and head of customer service.
Jackie is a Durham resident with her husband and daughter. She enjoys gardening, the outdoors and reading in her spare time.
Client Service Coordinator
Phone: 919-383-7421 x119
Sarah has been in the financial industry since 2007. She offers a wide range of proficiencies which includes insurance and investments. Her current role as the Client Services Coordinator allows her to combine her knowledge in those fields to enhance your client experience.
Prior to 2007, she worked in the banking industry for 7 years. While in a branch atmosphere, she provided direction and leadership with an emphasis on superior client service skills and teamwork. She was also responsible for overseeing the branch’s day to day operations and compliance with the bank’s policies and procedures.
Sarah is a lifelong North Carolinian and lives with her family in Mebane.