Clint Potts, AIF® AAMS®
Born and raised in Texas, I developed a keen awareness to providing honest service and hard work. As a father, I was blessed with four children. I know the effort needed to put a commitment to my family and balance my career.
After graduating Baylor University, I began a career as a fraud investigator with U.S. Treasury and spent time at Sprint, Lockheed FCU and Experian.
My community involvement includes founding Watch D.O.G.S. (Dads of Great Students) at Round Rock Christian Academy (RRCA). I have served on the planning committee for the American Diabetes Association, the Operations Team for Central Baptist Church of Round Rock. Currently, I help the RRCA Booster Club, the Fellowship of Christian Athletes of Williamson County and Reset Mentoring.
God fulfilled my life by bringing my wife, Cindy, into my life who completes me.
Mary Yi, Wealth Manager
Born and raised in Houston, my journey has been shaped by faith, family, and
a heart for serving others. I’m a proud graduate of the University of Houston,
where I earned a Bachelor’s in Business Administration, focusing on Marketing
and Management.
For nearly 20 years, I’ve been happily married to my wonderful husband, and
together, we’re raising three beautiful kids and a playful pug. I am also a foodie
who loves exploring and enjoying all kinds of cuisines.
Faith is at the core of everything I do, and I’m deeply involved in my local church
community, particularly in Re|Engage, a marriage ministry where couples
reconnect and work on strengthening their relationships.
Having grown up in an immigrant household and currently serving alongside
my husband in ministry, I understand how stressful financial uncertainty can
be. That’s why I’m passionate about helping others find stability and security
in their finances, guiding them toward a future filled with peace and purpose.
Sarah Glanville, Director of Client Relations
I am not from Texas, but I got here as fast as I could!
At a young age, I learned self-worth, discipline, hard work and respect.
Being raised by a career football coach, it was instilled for life.
I graduated from Texas State University – San Marcos and earned my BFA.
I took that and became a Graphic Designer for 12+ years in the Austin area. I am very passionate about art and a very creative thinker.
Recently completing one year with the team, I have really come to love the world of finance!
My heart is full with the blessings I received from God.
My husband of 10 years, my two boys (4 & 8), two German Shorthaired Pointers Lady & Captain Augustus McCray and our Bloodhound Hank.
We are a sports and church kind of family!
You can find us on the baseball field, basketball court or church community activities.
Elizabeth Checkeye, Manager of Client Experience
Although I didn’t grow up in Texas, I’m grateful to call it home.
Before transitioning into the financial industry, I spent 5+ as a cake decorator, where I developed a strong attention to detail, creativity, and a commitment to excellence.
After moving to Texas, I was fortunate to find a welcoming community at Celebration Church, where I serve in the Kids Ministry. While my family remains in Pennsylvania, I make the most of every opportunity to visit them.
In my free time, I enjoy spending time outdoors, whether hiking or playing pickleball with friends. I’ve also recently taken up piano and enjoy the challenge of learning something new. My faith, family, and community are at the heart of everything I do, and I’m truly grateful for the journey that has brought me here.