The Carrie Potter Group, LLC provides business consulting and financial planning services to professional athletes, small businesses and entrepreneurs.



CPG serves as the lead liaison or advisor on financial, tax, insurance, legal, strategy and investment matters for clients. We are committed to the community and help clients create effective engagement strategies.

Meet Carrie

Carrie Potter is a CERTIFIED FINANCIAL PLANNER ™ professional dedicated to providing honest and straight forward advice. Potter protects her clients’ best interest, focuses on long-term strategies, and emphasizes the importance of giving back to the community.

What Others are Saying

Carrie is perhaps best described according to three important “C”s: she’s conscientious, creative, and caring. I’ve never met a business manager work harder, think more strategically, or secure more consistent results for her clients than Carrie. ” -Shawn Raymond, Partner, Susman Godfrey L.L.P.