Our Team

Experience is the core of our team with over 55 years of combined experience in understating the impact of wealth and health on a sound retirement. That knowledge and experience is what benefits our clients.

Our Team

Your Success is Our Success

You Want To Get It Right For You


Bob Potter is best known as the creator and host for 15 years of the popular personal finance public radio program Sound Money. Originating from the Minnesota Public Radio studios in St. Paul, Sound Money was syndicated nationally to some 150 stations around the country, and had a weekly audience of some 350,000 listeners. Each week, Sound Money introduced listeners to some of the nation’s most highly respected financial strategists and commentators…including Peter Lynch, Jim Rogers, Steven Leuthold, Mark Hulbert, Jane Bryant Quinn, Burton Malkiel, Muriel Siebert, Ruth Hayden, and many others. Under Bob’s guidance, the program’s reputation grew with listeners over the years for its credible, honest, straightforward, no nonsense explanations of economic and market trends…and for answers to individual financial concerns.

Sound Money was just one part of Bob’s nearly 30 year news broadcasting career at MPR. Through the years, he anchored major news programs at every time of day. In addition to his duties on Sound Money, Bob was the regional anchor for the highly acclaimed Morning Edition, where he conducted hundreds of live newsmaker interviews. Bob also spent several years reporting from the state Capitol on Minnesota government and politics…and was for many years the lead anchor for live events coverage, including a nationwide broadcast of the funeral for Hubert H. Humphrey, as well as state political conventions, election night coverage, and other events.

Seeking a more direct, personal approach to helping people resolve their financial issues, Bob left broadcasting in 2000 to join a Minneapolis financial planning and wealth management firm. Bob became involved directly with many new clients, helping to determine their needs and working with the financial planners to create sensible solutions and investment strategies. He participated in on-going follow up meetings with many clients. He was also involved in crafting the firm’s investment strategies and selecting securities.

On the leading edge of the Baby Boom generation, Bob fully understands and empathizes with the financial uncertainties and anxieties this age group feels as it approaches and enters retirement. He is committed to helping pre-retirees as well as retirees navigate the treacherous financial times we are in. There is nothing quite as stressful as the fear of running out of money before running out of breath.

Bob’s passion is helping people find practical, common sense, cost-effective strategies to their financial concerns. He helps people see past the “news noise” of the moment. He believes in setting and sticking to long-term strategies that offer the best probability of life long success, recognizing that plans need to be flexible to accommodate changing goals and life situations. While keeping up to date on economic and market trends is critical, it’s equally important to avoid the short-term myopia that can leave you bouncing like a marionette on Mr. Market’s string.

Bob became a sought after speaker and commentator, appearing regularly on WCCO radio’s business station (KCCO) and occasionally on KARE 11 television and the Hubbard Broadcasting UHF station, KSTX. He also wrote occasional “Business Insider” columns for the Star Tribune. He spoke frequently to the Minneapolis chapter of AAUW (American Association of University Women) and at Minnesota Orchestra planned giving events. He delivered a presentation on retirement planning to several hundred mid-level executives of one of Minnesota’s best known Fortune 500 companies.

Bob retired in the fall of 2008 but chose to return to the financial service industry in early 2010.


 Scott has been a professional in the financial services industry since 1987, with over two decades of industry experience. He brings an extensive background in both the design and implementation of comprehensive wealth management strategies for high net worth families and business owners. His considerable experience in wealth management, financial planning, banking and insurance have allowed him to gain the expertise to serve hundreds of high net worth clients, as well as many small business owners.

Scott helps clients to be more confident in their financial future by utilizing a holistic approach that is objective, comprehensive, and integrates strategies through a three hundred and sixty degree view. In addition, his many years of experience and expertise allow him to consult in a manner that is confident, assuring, and easy for clients to understand.

Scott is also an experienced public speaker who has been sought out to present to various organizations regarding current financial concerns and issues that individuals and business owners often face on a daily basis. He has provided these seminars to both small and large groups in a corporate and public setting, educating on topics such as can I afford to retire, common estate planning mistakes, where to invest today and college education – how to pay for it. As a specialist in the area of retirement and elder car planning, Scott was instrumental in partnering a local wealth management firm with a Fortune 500 company to develop and deliver strategies and solutions nationwide regarding the financial aspects and decisions surrounding the care of aging parents.

Scott is a CERTIFIED FINANCIAL PLANNER ™ practitioner licensed through the CFP Board of Standards in Denver, Colorado. He has completed the CFP® professional education program through the College for Financial Planning. Scott is a member of the Financial Planning Association (FPA).

He has also earned the Accredited Investment Fiduciary (AIF®) professional designation, awarded by the Center of Fiduciary Studies, which is associated with the University of Pittsburgh, Center for Executive Education. He has received and completed formal training in investment fiduciary responsibility. In addition, he has a Bachelor of Science degree from Concordia College in Moorhead, Minnesota with concentrations in Business and Communications.

As an industry specialist, Scott has been quoted in the Star Tribune, Pioneer Press, and heard on the radio. As the firm lead regarding mutual fund management, he helped lead a wealth management firm to a national top 100 ranking by Mutual Fund Magazine.

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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