When it comes to financial services, you should never compromise on quality. Instead, opt for the experience and commitment to excellence that characterizes Potter Financial. With over six years of working in the financial industry, we are confident in our ability to help you find the right path towards your financial goals. Our financial advisers will develop a financial plan based on your particular circumstances. In order to do so, we’ll meet with you one-on-one in order to get a good grasp of your current financial situation. Once we have an understanding of your financial standing, we’ll move forward to finding the right plan for you.
Whether you are looking to invest, save for retirement, or general financial planning, we got you covered. We’ll work hard to make sure we do everything we can to increase the chances of your financial success. We believe that with careful planning and close attention to detail, we can help you reach your life goals.
Committed to Excellence
Here at Potter Financial, we always strive to excel in everything we do. Whether it’s finding a good path for retirement planning, finding new ways to invest effectively, or general financial advice, we’ll make sure we are giving you the most up-to-date information. One thing to keep in mind is how fast things can change in the financial world. A practice or technique that may have been effective at some point could easily become obsolete at a moment’s notice. As such, it is very important that you adjust with the times. With Potter Financial, you’ll have a partner to keep you informed on the changes in the financial landscape and give you the tools necessary to navigate towards your financial goals.
Daniel Potter, CPA – Registered Representative
When we entered the industry, we did so with the intention of providing the best services we’re capable of. As a result, we have learned very much and gained extremely valuable experience throughout the years. And thanks to our rigorous and consistent commitment to excellence, we’re sure of our ability to get you high-quality financial services. Our financial planners are vastly experienced and dedicated to the field. As a matter of fact, you can check the background of this financial professional on FINRA’s BrokerCheck. Above all, we aim to use our experience to help as many clients as possible. We can’t wait to meet you personally and find the best path for you and your family.
Daniel Potter is a financial advisor who has been helping many families achieve their financial goals since 2013. Dan graduated from Brigham Young University in 2000 studying economics. From 2001 to 2003 he worked in sales for a software company. He was first introduced to the financial service industry in 2003 working for another financial advisor. He started working with his father in 2004 in his tax and accounting practice. He then went to back to school at University of Houston to get the required accounting classes to become a CPA. In 2010 Dan became managing partner of Potter & Golden, P.C.
Dan Had been an endorsed local provider in tax and accounting since 2010 for Dave Ramsey. He has also been a SmartVestor Pro for Dave Ramsey since 2016.
He has been married to his wife Cheryl for 14 years, and has two beautiful children Talmage and Keziah. He resides in Missouri City, Texas and is involved with his church in Sienna. His hobbies include spending time with family and friends, and cheering on the BYU and University of Houston Cougars.
Mathew Paul – Registered Representative
Mathew Paul – Registered Representative
Mathew Paul is a financial advisor and coach who changes people’s lives with his proven, innovative, and compassionate approach.
As a financial advisor, he has provided guidance to over 150 clients in helping them dream and plan for their financial goals. He is credited for having the heart of teacher as he takes pride in teaching and explaining financial concepts before creating a plan for his clients.
As a financial coach, he has helped individuals and families break the bondage of debt, repair their relationship with money, and plan their daily spending. He has helped over 600 families pay off $12 Million in debt and has prevented suicides, bankruptcies, and divorces.
He is a Certified Profit First Professional and completed his CFP Education from American College of Financial Services. He carries several licenses including FINRA Series 66 and Series 7. He graduated from the University of Alabama, Tuscaloosa, with his MS in Mechanical Engineering, and the University of Memphis, TN, with his MBA. He has held positions in Engineering, Finance, Operations, Quality, and Program/Project Management at various Fortune organizations such as Baker Hughes, GE O&G, GE Transportation, Cummins, Inc etc.
He has been featured in USA Daily Chronicles, Price of Business, Dave Ramsey, WMAP, Canvas Rebel, Voyage Houston, HIS and HER Money Show, etc. He is the recipient of several awards and recognitions.
He is married to his wife of 20 years, Kitty, and is blessed with Caleb, Jonathan, and Selah and a dog, Flash. He resides in Sugar Land, TX, and has several community initiatives.
Contact Us Today for a Free Consultation
If you are interested in learning more about us and our services, don’t hesitate to give us a call. Our friendly representatives are always ready to answer any questions or concerns regarding our services. You can reach out to Potter Financial by calling (713) 972-1316. With a free consultation, we’ll be able to get a good understanding of your financial situations. Afterward, we’ll be able to find a comprehensive plan for your financial goals.