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Carter joined the team in 2005 and is a Certified Financial Planner™. His department specializes in working with businesses and individuals to tailor a plan to effectively protect and grow their assets.
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Jim Lloyd
Founder & CEO
Carter Potts
Executive Vice President
Kristina Insley
Senior Vice President
Nancy Plaisted
Chrisann Richards
+ 4 more
2 members
6 members
Current role
Executive Vice President at DeNova Homes
Executive Vice President at BlocPal International Inc.
Executive Vice President at Labor Relations Institute
Executive Vice President at Punch Through Design
Executive Vice President at ILG Technologies