About Us

Erik Van Potter started in financial and retirement planning in 2001 with New York Life where he was mentored by some of the best financial planners in the industry. He received his formal education at The American College and has spent over two decades in the industry developing comprehensive financial strategies and retirement plans for clients nationwide.

In addition to being in the thick of the financial industry, Erik and his wife, Sara, enjoy devoting time to philanthropic causes, traveling cross-country with their dogs in their RV, and creating healthy food recipes for their healthy food company, Rogue Chick.

Josh began his career in Financial Services in 2003. His attention to the details that make up the big picture and his creative thinking makes him invaluable as our team leader. He has a passion for helping clients reach their short and long-term financial goals and establishing financial security. During his two decades in the business, Josh has worked in various areas of Financial Services including Property Casualty, which gives him a unique approach to Advanced Planning.

Professionally, Jake is passionate about working to positively affect others lives, from starting out in the non-profit sector, working with at-risk youth, to servicing business owners in the merchant services industry, and for 4 years now as our Annuity expert. He is an expert in designing income, asset preservation, and tax-mitigation strategies.

One of the most valuable teammates within the Private Client Group, Teresa Speir, CFP® , CLU® , CLTC® brings an analytical and critical approach to financial planning. She is a master of design and placement of life insurance to fill the client’s needs.  With everything from a simple term policy to cover the family whilst the kids are in school, to business succession planning, she has her finger on the pulse of the industry to make sure the design is the best it can be for today and tomorrow.

Mary is the anchor of the Foresight Financial Design team. She is vital in keeping case progress on track by coordinating processors, company underwriters, medical exams, and any lose ends, in order to make sure the client experience is as smooth as possible. Basically, her job is to heard cats, and she’s an expert at it!

Alecia is a national speaker with over 20 years of care planning experience, highlighted by her Certification for Long-Term Care (CLTC). Alecia’s 20+ years of experience is evident in what she designs for Foresight Financial Design clients. Specializing in providing asset-based LTC case designs, Alecia’s main purpose is to assist in protecting clients and their families from the emotional and financial consequences of unexpected care needs.