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Jackie Potts

Advisor Image
Jackie Potts
Financial Advisor
.
MBA
Part of the Meridian Point Financial Advisors practice
Higher Education Planning
Farmers
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
Focused on What Matters Most to You

Helping people feel confident about their financial future starts with understanding what matters most to them. I believe strong relationships are built on trust, meaningful conversations, and a genuine commitment to helping others navigate important financial decisions.


Growing up in a small town in Northeast Nebraska, I learned the value of hard work, integrity, and community. My parents farmed and raised cattle, and I spent much of my childhood helping on the family operation. Those experiences instilled a strong work ethic and an appreciation for the importance of planning for the future while staying grounded in what matters most.


Before joining Thrivent, I worked as a dental hygienist for several years before transitioning into accounting. These experiences provided a unique perspective on serving individuals and families, developing attention to detail, and helping people make informed decisions with confidence. I hold a Bachelor of Science degree as well as a Master of Business Administration (MBA) from the University of South Dakota.


Today, I enjoy supporting clients as they work toward their financial goals and helping create a positive experience throughout their financial journey.

Personal Profile

The values I learned growing up in rural Nebraska continue to guide both my personal and professional life. I believe in treating people with honesty, respect, and genuine care while helping them navigate important financial decisions.


My husband, Matt, and I have two boys who keep us busy and active. As a family, we enjoy spending time outdoors, skiing, attending activities, and making memories with family and friends. Whether at home, in the community, or at work, I value meaningful relationships and the opportunity to help others succeed.


Areas Served: Beresford, Bloomfield, Canton, Centerville, Coleridge, Creighton, Crofton, Dakota City, Dakota Dunes, Elk Point, Freeman, Gayville, Hartington, Hawarden, Hurley, Irene, Laurel, Lennox, Menno, Mission Hill, Niobrara, Norfolk, North Sioux City, Osmond, Parker, Parkston, Pierce, Pilger, Plainview, Ponca, Randolph, Scotland, Sioux City, South Sioux City, Springfield, Tabor, Tea, Tyndall, Verdigre, Vermillion, Viborg, Volin, Wagner, Wakefield, Wakonda, Wausa, Wayne, Wisner, Wynot, Yankton

My qualifications
  • Masters in Business Administration
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Arkansas(Insurance Lic. #22057561)
  • California(Insurance Lic. #4540940)
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Iowa
  • Minnesota
  • Missouri
  • Nebraska
  • Nevada
  • South Dakota
  • Texas
  • Wisconsin
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations