Jolene Potts
  • Jolene earned her BS in Economics from the Missouri University of Science & Technology.
  • Jolene is in the process of obtaining her Certified Financial Planner (CFP®) certification and Series 65 license.
  • Prior to joining HM Capital Management in January 2022, Jolene worked in various roles in the Client Experience department at TD Ameritrade over the course of four years. During this time, she also earned her Series 7 and 63 licenses.
  • Jolene and her husband David have one cat, James.