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About Our Firm

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suzanne

Suzanne Potter

Client Services Specialist

Suzanne Potter is the Client Services Specialist at Retirement Prosperity Group. As part of our Client Services team, Suzanne is one of the smiling faces you will first encounter when coming into our office or when being greeted on the phone. Her bubbly personality is naturally inviting in making our clients feel at home when they visit with us.

In addition to client hospitality, Suzanne assists with the coordination of educational seminars and continuing education events, as well as appointment scheduling, client account set-up and the client onboarding process.

With over 15 years’ experience in administrative support roles, ranging from office management, group healthcare enrollments, accounting and client billing, Suzanne is a tenacious hard-worker and all-around resourceful team member. Prior to working here Suzanne’s most recent experience focused on helping individuals with their healthcare needs.

As a licensed financial professional, Suzanne worked independently in the senior market, helping to navigate individuals through their Medicare options to make the best decisions for them.

Her future goals include studying for and obtaining her Series 65 Securities license to further broaden her knowledge and capacity to assist our clients in their retirement planning and goals.

Suzanne lives in Upper Gwynedd with her husband Brad, two children and her boxer Stella. When not working, she tries to keep up with her kids’ sports activities, baseball and soccer, which is its own full-time job.  Suzanne also enjoys spending time on the beach in Avalon with her family. “Being on the beach is one activity that all four of us truly enjoy!”