Our team leverages their expertise and that of their colleagues to develop the best solutions for your complex financial situations— enabling you to celebrate life, accumulate experiences, and culminate your pursuits.

Founding partner with over thirty years experience investing client capital, portfolio construction, and risk assessment. Todd’s decade-long tenure at the Chicago Mercantile Exchange, trading derivatives, currencies, and financial futures, honed his expertise in navigating complex markets. He leverages a deep understanding of market dynamics and practical insights to build strong client relationships.

Todd is dedicated to guiding the next generation of investors and entrepreneurs navigate the challenges of traditional institutions while uncovering innovative pathways to achieve successful outcomes.

A third generation resident of Moline, Illinois, where he and his wife Tina, raised three adult children and shared their home with many beloved Great Danes that inspired the firm’s name.

Todd Richard Potter, Partner

Isabel is a passionate financial planner who helps individuals and families simplify their finances to achieve their wealth objectives. She takes a client-first approach, focusing on clear communication, education, and strategic planning to empower lasting peace of mind. She brings experience from both institutional and boutique settings, including J.P. Morgan’s Private Bank, in the San Francisco and Nashville offices, where she worked with ultra-high net worth families and foundations before serving her clients at GreatDane Investment.

A graduate of the University of California Berkeley’s Haas School of Business and former Cal Women’s Volleyball player, Isabel now lives in Franklin, Tennessee with her fiancé, Nate. When she’s not designing financial plans, Isabel enjoys cooking, gardening, yoga, exploring the outdoors, and spending time at the Woman’s Club of Nashville.

Isabel Potter, Partner