Broker Check
Samantha Potoczak

Samantha Potoczak

Financial Advisor

(216) 592-7338
samanthapotoczak@financialguide.com
Samantha's vCard


Samantha joined TransitioNext Advisors after a career change from public relations and marketing with ESPN and Kovert Creative in New York City, where she also worked as a publicist for notable talent clients. With TransitioNext Advisors, she is focused on working with business owner and individual clients, concentrating in the core areas of individual holistic financial planning, total wealth management, business succession and transition planning, and executive compensation planning.

Samantha is a graduate of Lafayette College, where she excelled in community service and sports. In her junior year she was honored with the James F. Bryant Award for excellence in high academic achievement, lettering in a varsity sport (soccer), and showing noticeable and noteworthy evidence of community service. As a senior Samantha was one of six athletes nominated for the distinguished 1913 Trophy awarded to the senior who has attained the greatest distinction both as an athlete and a scholar.

Outside of the office Samantha is a part-time spin instructor and high school men’s soccer coach. She also enjoys golfing, relaxing with her family, and baking.

CRN202009-265992