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Joshua Potts


What does your dream retirement look like?

As an independent investment representative, Joshua’s goal is to help his clients become debt free and live a successful retirement through developing long-term retirement saving and income strategies.

Joshua is passionate about developing a well-rounded financial plan for his clients- focusing on achieving their long-term goals. He believes that financial planning is about more than just investing.

The heart of a teacher model that Dave Ramsey engages people with, drew Joshua to the industry to serve people with a mindset of educating not selling. He currently holds his FINRA Series 6 & 63 licenses, as well as his life and health insurance license.

Joshua is originally from our Sarasota, Florida team, but recently relocated to our Cedar Rapids branch. In his free time, he enjoys Snook fishing, working out, men’s competitive softball, basketball, running, and serving his local church.

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