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Buffington Mohr McNeal Welcomes Dan Potter to Advisory Team

·3 min read

Former Boise State Men’s Golf Coach to put prior financial advising experience, management, and coaching skills together to advise private clients

BOISE, Idaho, June 23, 2022--(BUSINESS WIRE)--Buffington Mohr McNeal, a Boise based Wealth Management Firm, welcomes Dan Potter as their newest Wealth Management Advisor to start on July 1, 2022. Dan was formerly the Head Men’s Golf Coach at Boise State University and brings prior institutional financial advisory experience as a Senior Vice President for Griffin Capital Securities, LLC in Northern California from 2006-2012.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220622006052/en/

Dan has a unique combination of business and management experience. His entry into the world of financial advisory services began in 2006 when he became an internal wholesaler with Triple Net Properties, Inc in Santa Ana, Calif. Dan held a series 7 securities license and was responsible for raising capital for various investment funds through multiple Broker-Dealer and Financial Advisory channels. Dan became a valued resource for hundreds of financial advisors and their clients. He was promoted to Regional Vice President in 2009 and was responsible for one of the firms largest producing territories. He would eventually be named Senior Vice President at Griffin Capital Securities, LLC. (Photo: Business Wire)

"Dan brings in-depth technical knowledge, exemplary communication skills, and the ability to build and maintain strong relationships," said Carey McNeal, Partner at Buffington Mohr McNeal. "These skills are the hallmarks of both financial advisors and elite coaches. Golf, like investing, is a test of discipline, nerves, and patience. With his extensive connections in the Pacific Northwest and his acumen for financial strategy, coaching, and communication, we believe Dan will help us to continue to grow our position as a premier wealth management firm."

Potter spent eight seasons with Boise State and was the 2021 Mountain West Coach of the Year. He led the Broncos to back-to-back NCAA regional appearances in 2020-21 and 2021-22. The Broncos won five tournaments under Potter. Student-athletes coached by Potter earned two All-America honors, two conference golfer of the year awards, four all-conference selections, a conference freshman of the year award, 11 individual tournament titles, including two conference medalists.

Originally from Coeur d'Alene, Idaho, Potter played collegiate golf for The University of Washington from 2000-04, helping UW teams get to 4 National Championships and was an All Pac-10 Conference selection in 2004. He earned a bachelor's degree in political science. He was an assistant men’s golf coach for the Huskies before taking over at Boise State in 2014.

Dan’s interests include anything outdoors with his wife Julia; golf, skiing, fly fishing, and chasing their own team of three girls: Josie (5), Haley (3), and Hannah (2). He consistently supports many charities and events including Brad Duke’s Windfall Classic, Brian Scott and Graham DeLaet’s Idaho Youth Ranch Invitational, Boise State COBE, John Borbonus (Bravehearts) Memorial, and Big Brothers Big Sisters of SW Idaho.

Dan will be responsible for developing new client relationships as well as helping current clients of the firm define and implement their wealth management strategy.

About Buffington Mohr McNeal

Buffington Mohr McNeal, currently in its 25th year as an independent, employee owned, and managed wealth management firm, provides wealth planning, retirement planning, and investment management in a high touch environment delivering clients a roadmap tailored to meet their financial goals. The firm’s clients are busy balancing career and family and depend on their advisory team to provide clarity and process for making wise and informed financial decisions. Buffington Mohr McNeal was recognized by Citywire as the fastest growing RIA in Idaho in 2020 and 2021.

View source version on businesswire.com: https://www.businesswire.com/news/home/20220622006052/en/

Contacts

Carey McNeal
Partner
cmcneal@bmmria.com
208.338.5551
www.bmmria.com