Josh Potter found his calling in financial services after realizing just how many people need support and guidance to feel empowered to pursue their goals. The satisfaction he gains from helping clients in realizing their dreams of retirement is immeasurable, and he takes immense pride in his role in their financial journey.
Josh is passionate about helping individuals increase their financial literacy and understand how to manage their finances. He’s committed to offering personalized support and strategies both approaching and throughout their retirement.
One piece of wisdom he often shares: “The best time to plant a tree is 100 years ago. The second-best time is now.”
Josh holds his life, health and accident insurance license, and he’s spent his career helping individuals and families, including as a real estate agent.
Josh loves spending quality time with his wife, Luisa Condotta, and their young son, Oliver. Their family loves outdoor adventures, including hiking, biking and exploring scenic trails. They also love to waterski with family and friends; in fact, Josh was competing in a waterski tournament when he first met Luisa.