Devin Potter

Devin was born and raised in Chico, CA, and has strong ties to the community. He attended California State University, Chico, where he earned his bachelor's degree in Business Administration with a concentration in Entrepreneurship and Small Business Management.

Devin joined Asset Management Group in 2007 and partnered with John Roney's financial consulting practice. After many years of collaboration serving individuals, businesses, and charitable foundations, John has since retired, and Devin continues to build upon their shared commitment to providing thoughtful, personalized financial guidance. He works closely with one Client Services Associate to ensure reliable and responsive service for each client.

Devin earned the distinguished certification of CERTIFIED FINANCIAL PLANNER Professional in 2012. Being CFP® certified means he has voluntarily taken the extra steps required to provide a high standard of financial planning to those he serves.

Devin uses a refined process to help ensure your assets are invested in accordance with your goals. He collects all relevant information to create a plan aligned with what matters most to you—understanding your risk tolerance, retirement objectives, and developing an investment policy statement that reflects your shared vision. Devin also believes in conducting annual check-ins to review any life or financial changes and adjust recommendations as needed.

Dedicated to giving back, Devin is a member of the Chico Rotary Club and the Enloe Foundation Board of Directors.

Devin is licensed in life insurance and variable annuities and holds the Series 6, 7, and 63 securities registrations through LPL Financial.