The Capital Group
Jennifer Potter is a seasoned financial professional with extensive experience in retirement planning and sales. Currently serving as a Retirement Plan Consultant at The Capital Group since August 2022, Jennifer has previously held roles in inside sales at Ferguson Enterprises and as an Operations Specialist at Orion Advisor Solutions. Jennifer's earlier career includes a long tenure at Brinker Capital, where various roles included Accounts Payable Specialist, Junior Financial Analyst, Portfolio Analyst, and New Accounts Administrator.
The Capital Group
At The Capital Group (TCG), we offer simple and dynamic business and personal financial solutions that help small and midsized businesses worry less and grow more. We specialize in Risk Management, Wealth Management, Employee Benefits, Retirement Plan Consulting, and HR Technology. Our mission is to be a valued and trusted partner to institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day – all to keep clients coming back year after year. In 2021, TCG partnered with the Baldwin Risk Partners Group (BRP) to drive continued growth and further expand the breadth and depth of services we offer clients. BRP is an entrepreneur-owned and inspired insurance distribution holding company delivering solutions that give clients the peace of mind to pursue their purpose, passion, and dreams. Culturally aligned with TCG and maintaining an unwavering client focus, our partnership enables TCG to deliver comprehensive insight beyond insurance. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and The Capital Group Investment Advisory Services, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.