Wendy Potter

 

 

 

 

 

 

Wendy Potter, CLU
Financial Advisor
248.952.1744, ext. 125

wendy.potter@investfinancial.com

Women’s Program Co-Director, Society for Lifetime Planning

Bachelor’s Degree in Finance, Minor in Accounting

CLU Designation, The American College

Registered Representative, INVEST Financial Corporation



Wendy Potter has been a financial advisor for more than 20 years.  She specializes in working with physicians, professional females, and engineers in the automotive/supplier industry, with a primary focus on helping families achieve their financial goals through proper planning (and utilizing risk management tools).

Wendy is very active with INFORUM (formerly the Women’s Economic Club) and serves as the 2011 chair of the Volunteer Committee. 

A frequent presenter, Wendy provides ongoing educational programs at several metro Detroit hospitals to assist physicians achieve financial success.  She recently hosted a program for INFORUM that addressed women’s special needs when planning for retirement.

Wendy serves as co-director of Lifetime Planning Women’s Program, which provides financial, educational, and social programs specially designed for women over 50.

Wendy is married with two teenage sons.  She is an active volunteer in her sons’ school and sport organizations. 
 

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Check the background of this financial professional on FINRA's BrokerCheck