erik Potts
CFP®, RICP®
epotts@summitwg.com
Erik is a Partner of the firm. He holds the CFP® and the Retirement Income Certified Professional, (RICP ®) designations. Erik has been a financial advisor since 2003 after graduating early from Bentley University with a degree in Finance and a concentration in Financial Planning and Investments. Erik is often recognized a Top Wealth Manager in NH and has been issued in Forbes Magazine (Dec 2017) as a top Wealth Manager. He has volunteered his time with various non profits through out NH including Big Brothers and Great Bay Services. In his free time he is enjoys flying planes, racing cars, boating, playing sports and being with family and friends.