Broker Check

Our Team

Erik M. Potts, CFP®, RICP®, CLTC

President

(603) 658-1800

[email protected]

With over 15 years in the Financial Planning Industry, Erik M. Potts CFP®, RICP® is the founder and President of Panorama Wealth Strategies LLC, located in Exeter, New Hampshire. Erik graduated early from Bentley University...

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Mary Williams

Client Relationship Manager

(603)-658-1800

[email protected]

Mary joined our team at Panorama Wealth Strategies in July 2017 as the Client Relationship Manager. In this role she focuses primarily on providing quality personalized service. She believes this is essential to ensuring a positive...
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Ned Lee

Para-Planner

(603)-658-1800

[email protected]

Ned Lee is our Para-Planner. His task is to review and update client’s Panoramic Financial View, as well as gather reports for client meetings. Ned recently graduated from the University of New Hampshire, receiving a degree in...
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