Tod Potter
Managing Director - Investments

Focus

As a Private Wealth Financial Advisor, Tod guides successful families through holistic wealth planning. His practice addresses the four cornerstones of wealth: investments, liability management, risk management, and estate planning strategies.

Background and experience

Tod received his undergraduate degree from Tulane University. He acquired Certified Private Wealth Advisor® designation from the Investments & Wealth Institute® in March 2021. He completed Yale School of Management CPWA® Certification Registered Education Program in January 2021. Tod began his career with Wells Fargo Advisors in 1992; he has been a Financial Advisor with Wells Fargo Advisors for a combined 25 years. Tod participates in continuing education programs to stay abreast of current developments and trends in planning and wealth management; and he abides by stringent ethical standards of professional conduct. Tod’s mission is to apply his education, experience and the significant resources of the firm with care, skill and caution. His advice is objective and unbiased, and he always strives to control fees for his clients. Tod serves a small and select clientele ensuring that every client has unfettered access and receives as much personal attention as they need no matter the size or nature of the opportunities or challenges. Moreover, Tod does his best to help his clients balance reason and emotions to make better long-term financial decisions.

Away from the office

Tod has been a Leader in Bible Study Fellowship for 13 years. He spends his free time with wife Stephanie of 30 years, daughter Hannah who is an Associate Buyer at Dillard's Corporate, and son Levi who attends Ignite Christian Academy. Tod is an avid mountain biker and the family loves Colorado.

CA Insurance License Number: 0I68684. Resident State [TX]

 

Focus

Fred is committed to helping clients achieve their financial goals through a holistic planning approach. By tailoring strategies to each investor’s unique needs, he strives to deliver personalized solutions that support both investment objectives and broader life aspirations.

Background and Experience

With over two decades in the financial services industry, Fred brings deep expertise and dedication to his role. He has been with Wells Fargo Advisors for 19 years, consistently working to deliver high-quality service and strategic guidance.

Fred has earned recognition as a Platinum Council Advisor in 2023, 2021, 2020, and 2016.  The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following:  completion of educational components, business production from the previous year, and professionalism.  Additional consideration may have included best practices and team structure.

Fred’s passion for helping families and businesses drives his commitment to providing comprehensive financial advice and customized portfolio strategies. His areas of focus include:

Asset and Investment Management
Liability Management
Risk Management
Estate Planning Strategies and Trust Services (offered through Wells Fargo affiliates)

He holds FINRA Series 7, 63, and 65 securities registrations, along with a Life Insurance License.

Away from the Office

Outside of work, Fred enjoys spending time with his wife Dana and their two children. The family loves beach vacations and hiking in National and State Parks. His son Jori is a proud Engineering graduate of Texas A&M University, while his daughter Riley is currently attending St. John’s School.
During school breaks, the family enjoys outdoor activities such as hunting, fishing, and biking. Fred is also an avid golfer and maintains an active lifestyle through running and weightlifting.


CA Insurance License Number: 0I68700. Resident State [TX]

Denise Johnson
Regional Support Specialist
Assistant Vice President - Senior Registered Client Associate

 

Focus

Denise is dedicated to delivering exceptional service by ensuring every client’s administrative, trading, and operational needs are handled with precision and care. Known for her unwavering integrity, she takes pride in being a reliable and trustworthy resource for both clients and colleagues.

Background and Experience

Denise launched her financial services career in 2001 with Wells Fargo Bank, N.A., as a Personal Banker in Iowa. Her journey has taken her across states—from Iowa to Wisconsin, where she transitioned to Wells Fargo Funds in 2005, and ultimately to Houston, where she joined Wells Fargo Advisors in 2008.

With a deep understanding of client service and operational excellence, Denise serves as the team’s go-to expert for account administration. She manages everything from opening new accounts and updating client information to processing transfers and resolving inquiries related to statements, documents, and account activity.

She holds FINRA Series 7, 9, 10, 63, and 65 securities registrations, along with a Life Insurance license—demonstrating her commitment to professional growth and comprehensive client support.

Away from the Office

Denise and her husband Steve live in Sugar Land, Texas, where they share their home with two beloved fur companions, Boston and Monty. Outside of work, Denise enjoys exploring the outdoors, attending art festivals, diving into insightful reads, and spending quality time with family and friends.

CA Insurance License Number: 0I79179, Resident State TX


Wells Fargo Bank, N.A. is a Bank affiliate of Wells Fargo & Company.