Roger Potter

Senior Financial Advisor, CRPC™

Roger is a Senior Financial Advisor with Balanced Wealth Group. He has been helping clients in financial services for over 21 years and holds his CRPC designation. Roger enjoys helping and encouraging others to witness their personal and financial growth. He is a certified expert in Social Security retirement benefits and specializes in retirement income and tax planning strategies, as well as family finances.

In his spare time, Roger enjoys attending the House of Praise Church in Lorain, where he has been a member since 1983. He also enjoys jogging, biking, fishing, hunting, and being in nature.