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Jade Potter Client Service Specialist

Before moving to Florida, Jade built his financial services experience in Iowa, focusing on Medicare supplement planning. He holds the Florida 2-15 Life, Health & Annuity license and partners closely with Daniella and Alex to assist with the preparation and coordination of client documentation and administrative processes. Jade is dedicated to providing dependable support and helping create a positive experience for every client.

In his free time, he enjoys the outdoors, relaxing at the beach, and following sports.