Helping Clients Grow &
Protect Wealth Since 1985

Commonwealth Advanced Planning Team

Our partnership with Commonwealth Financial Network®, leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.

Anna Hays, JD, LLM

Advanced Planning Consultant

Serves as a resource for advisors on financial planning issues, including business, education, estate, social security, and trust planning Earned a bachelor’s degree and a JD from Duquesne University and an LLM (Master of Laws)...
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Charlie Potter, CLU®, ChFC

Founder

(919) 383-7421

(919) 383-6284

charliepo@potterfinancialgroup.com

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...

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Chip Roe, CFP®, CRPC®, CRPS®

President

(919) 383-7421 ext. 104

(919) 383-6284

chipro@potterfinancialgroup.com

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...

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David Haughton, JD

Advanced Planning Consultant

Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning Earned a bachelor’s degree from the University of Massachusetts and a JD from...
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Heather Zack, JD, LLM, CAP®

Team Lead, Advanced Planning

Serves as a resource for advisors on issues involving estate, charitable, tax, social security, and education planning Holds the Certified Advisor in Philanthropy® (CAP®) certification as well as the FINRA Series 7, 9, 10, and...
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Jackie McDowell

VP, Operations

(919) 383-7421 ext. 116

(919) 383-6284

jackiemc@potterfinancialgroup.com

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...

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Jason Harmon, CFP®

VP, Wealth Advisor Associate

(919) 383-7421

(919) 383-6284

jasonha@potterfinancialgroup.com

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...

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Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC

Director, Advanced Planning

Responsible for the strategic direction of the department, as well as providing a resource for advisors on issues involving trust, estate, tax, charitable, social security, business, insurance, and education planning Holds the...
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Keven DuComb, JD, MBA

Advanced Planning Consultant

Serves as a resource on issues involving estate, charitable, tax and education planning Earned a BBA, an MBA, and a JD from the University of Michigan Has prior experience as an estate planning attorney and personal trust advisor

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Krista Teegarden, CLU®, ChFC®

Advanced Planning Consultant

Serves as a resource for advisors on issues involving estate, trust, charitable, education, business, deferred compensation and social security planning strategies. Holds the Chartered Financial Consultant (ChFC®) and Chartered...
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Martin Baker, CFP®

Advanced Planning Consultant

Serves as a resource on issues involving estate, trust, charitable, education, business, and social security planning strategies Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA Series 7 and 66...
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Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Serves as a resource for advisors in all areas of financial planning, including executive benefits, as well as high-level insurance planning and social security, estate, and business planning Holds the Chartered Life Underwriter®...
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Max Hoffman

Financial Planning Associate

919-383-7421 x 103

maxhof@potterfinancialgroup.com

Max is a Financial Planning Associate at The Potter Financial Group.  For the past few years, he has worked at major corporate financial services firms but decided that he wanted to take an "independent financial" path to help...

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Mike Baum, CFP®

Advanced Planning Consultant

Serves as a resource for our advisors on issues involving financial planning software and charitable, tax, education, and social security planning Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA...
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Price French, RFC®, CLU®

VP, Senior Advisor

(919) 383-7421 x114

(919) 383-6284

pricefr@potterfinancialgroup.com

For over two decades Price has helped his clients create and implement strategies designed to grow their financial wealth and reduce risk exposure. His education and experience serves his clients by helping them understand the options...

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Sarah Stott

Client Service Coordinator

(919) 383-7421 ext 119

(919) 383-6284

sarahst@potterfinancialgroup.com

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...

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