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Choice One Investment Center Team

  • Specializing in Retirement and Estate Planning
  • Over 40 years of combined experience
  • CERTIFIED FINANCIAL PLANNER™ Professionals
  • Nationally recognized for excellence

Kelly Potes

Kelly Potes, CFP®

CERTIFIED FINANCIAL PLANNER™

*Life-long resident of West Michigan

Education:

  • Grand Valley State University (BBA with a major in Finance)
  • CERTIFIED FINANCIAL PLANNER™ Certification (CFP®)

Family:

  • Married with 5 children

Professional Credentials:

  • Registered Representative with Investment Centers of America, Inc.
  • CERTIFIED FINANCIAL PLANNER™  Professional Certification (CFP®)
  • Member of Financial Planning Association
  • Member of Financial Services Institute
  • FINRA Licenses - Series 7, 24, 63, 66
  • Life, Health, and Variable Contracts Insurance Licenses

Community Involvement:

  • Church Volunteer
  • Sparta Rotary Club
  • Community Events & Activities

Hobbies and Interests:

  • Spending time with family & friends
  • Hunting
  • Fishing

Randy Schmidt

Randy Schmidt, CFP®, RFC

CERTIFIED FINANCIAL PLANNER™

*Consistently ranked in the top 10% of Investment Centers of America representatives.

Education:

  • Dickinson State University (Bachelor of Science)
  • Registered Financial Planner Certification (RFC)
  • CERTIFIED FINANCIAL PLANNER™ Certification (CFP®)

Family:

  • Married with 3 children

Professional Credentials:

  • Registered Representative with Investment Centers of America, Inc.
  • CERTIFIED FINANCIAL PLANNER™  Professional Certification (CFP®)
  • Registered Financial Consultant (RFC)
  • Member of Financial Planning Association
  • Member of Financial Services Institute
  • FINRA Licenses - Series 7, 63
  • Life and Health Insurance Licenses

Community Involvement:

  • Church Volunteer
  • Casnovia/Kent City Lions Club
  • Valley Ridge Community Foundation

Hobbies and Interests:

  • Spending time with family & friends
  • Hunting
  • Cooking

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