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.

Thirty years of experience in capital management and risk assessment enables a deep understanding of market dynamics and the practical insights necessary to foster enduring client partnerships.

Todd developed his specialized expertise trading derivatives, currencies, and financial futures at the Chicago Mercantile Exchange (CME) during the high-volatility markets of the 1990s. Today, he synthesizes behavioral finance with advanced technical analysis to provide the rigorous strategic framework necessary for navigating increasingly complex global markets.

A third-generation resident of Moline, Illinois, Todd and his wife, Tina, have raised three children and a succession of beloved Great Danes—the inspiration behind the firm’s name.

Todd Richard Potter, CIO, Partner

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Isabel is a passionate CERTIFIED FINANCIAL PLANNER® professional 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 husband, 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 Biondi, CFP®, Partner

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