Tyler W. Potts
President, Chief Investment Officer
Tyler W. Potts has more than 20 years of professional experience in the areas of financial planning, wealth management, and investment analysis. He...
Melinda Xenelis
Operations Manager
With a background in logistics, Melinda assists Tyler & Jason in all components of firm Operations including Client Service, Office Management, and...
Avery Lacourciere
Client Relationship Manager
As a Client Relationship Manager, Avery supports the team across all areas of the Wealth Management process, including Financial Planning, Investment...
