erik Potts
CFP®, RICP®
epotts@summitwg.com
Erik is the newest Partner of the firm. He graduated early from Bentley University with a degree in Finance and a concentration in Financial Planning & Investments. In addition, Erik holds the CFP® and the Retirement Income Certified Professional, (RICP ®) designations. Erik has been a financial advisor since 2003. Erik volunteers his time with Great Bay Services, Leadership Seacoast, Big Brothers Big Sisters and the National Alliance on Mental Illness. In his free time, he enjoys the outdoors, aviation and sport car racing.