Bradly E. Potter – CPA, CFP®
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Brad, a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP ®), joins The Schaeffer Financial Group, LLC with over 25 years of tax & financial planning experience; working directly with both business and personal clients, across a wide range of industries and complexity, in an advisory capacity.
Brad’s industry associations include the American Institute of CPAs (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA).
Brad was born and raised in Cudahy, Wisconsin. He studied Accounting at Marquette University. He and his wife, Rebecca, have three young adult children – Riley, Kayla and Jordan. Outside of family and work, Brad enjoys basketball, ballroom dancing, and chess. In the community, he helps with the community garden through his church, Salem United Methodist, and is on the Board of the Western Kenosha County Senior Citizens Council Inc. (Westosha Senior Center).
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