Twin River Wealth Management, a Selinsgrove, Pa., financial firm with $180 million in assets under management, has joined the Prospera Financial Services network of independent financial advisors, Prospera announced earlier this week.
Twin River Wealth Management is led by managing director Thayer “Terry” Potter. Prospero is a wealth management firm supporting a nationwide network of independent advisors.
Potter, who has 37 years of financial services experience, founded Twin River Wealth Management in 2017. The team provides wealth and retirement planning, education planning, tax-efficient investing, risk management and insurance services to clients.
Potter holds the Chartered Financial Analyst and the Certified Financial Planner designations. The Twin River team also includes Vice President Jeremy Soper and Administrative Manager Justin Soper.
“We welcome Twin River Wealth Management to Prospera, and we look forward to supporting the team in its mission of providing excellent client service while achieving long-term growth,” Tarah Williams, president and chief operating officer of Prospera Financial Services, said in a statement. “Terry’s expertise as an advisor and dedication as a practice leader and Jeremy’s focus on the client experience makes them precisely the kind of financial professionals that are an ideal fit with Prospera.”
Twin River Wealth Management is the first new member of the network since Williams was named COO and president last month. Williams is a 26-year industry veteran who has been a member with Prospera since 2007.