Potthoff Financial Group
Nicholas D Potthoff
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®
MEET OUR TEAM AND ALLIANCES
Your Partners In Financial Confidence
At Potthoff Financial, we believe you deserve a partnership that allows you to let go of financial worry and stress. So when you need us, we’re here for you; when you call us, we answer. As a CERTIFIED FINANCIAL PLANNER®, we operate with the highest ethical standard, doing what’s best for you no matter how it impacts us. We are always looking for ways to elevate our service and exceed your expectations so you can rest knowing a team of trusted professionals has your back.
Sara J Torri
Client Experience Manager
Sara joined our team in 2021. She has over 22 years of experience in the banking industry, most recently as a branch manager. She is a graduate of Illinois State University. Sara will help ensure that our clients will have a positive experience when interacting with our team and firm.
Sara lives in DePue with her son and daughter. In her free time, she enjoys spending time with her family and volunteering with many organizations.
Jeff H Voss
MSc
Financial Planning Analyst
Jeff joined our team in 2022. He has earned his undergraduate degree and master's in quantitative economics from Western Illinois University. Jeff works with our advisors to create our client's financial plans.
Jeff currently lives in Ottawa. In his free time, he can be found fishing, gaming, or watching football. He is a huge fan of the Philadelphia Eagles.
OUR ALIGNMENT; YOUR RESOURCES
Premier Planning With A Personal Approach
Effective wealth management requires a broad range of skills and knowledge, along with ample resources to support your various goals. But along with expert advice and best-in-class products, you want the guidance of someone who knows you personally and understands your values to ensure your strategies are wholly aligned with your needs and desires.
That’s why we’ve partnered with Northwestern Mutual, a leading financial institution clients and advisors have trusted for more than 150 years. Leveraging their extensive resources and capabilities, we provide high-end wealth management with a personal approach. We serve as your financial partner, overseeing the big picture and coordinating each piece to ensure everything works together to support your vision of success.
IN THE COMMUNITY - GIVING BACK WITH PASSIONATE PURPOSE
Serving Others, Sparking Change
Our mission is to serve others in every aspect of our lives, and we’re passionate about making a meaningful impact where we live and work. We’re blessed to be surrounded by incredible neighbors and friends, and we believe in playing an active role in the growth and development of our community. Our team members are involved in the following organizations:
Peru Catholic Schools
Our firm is heavily involved with Peru Catholic School, volunteering both time and resources to support its success. Nick has coached both girls’ and boys’ basketball teams, and his wife is a teacher who has coached multiple levels of girls’ volleyball. Nick also sits on the Peru Catholic School Commission and has chaired the school’s annual golf outing. Potthoff Financial is a primary sponsor of their Trivia Night fundraiser.
St. Bede Academy
As an alum, Nick is especially passionate about supporting St. Bede Academy. He has served on the school board, is a member of the Bedan Club, and currently coaches the girls’ basketball team. The firm is also a primary sponsor for multiple fundraising events.
DePue Community Action Group
Sara Torri is the secretary of this organization, a group that is working to clean up pollution in a superfund site located in her community.
We’re also proud to support:
- Pedal Over Cancer
- DePue Men's Club
- St. Joseph's Catholic Church
- Nativity of Our Lord Church
- American Foundation for Suicide Prevention