Jeff Goodnow  | Director of Client Education

Jeff Goodnow


The thing I am most proud of is the relationship I have with my high school sweetheart! Also, our son just completed his Kinesiology degree at my arch nemesis, Kansas State University and is moving on to Paramedic school. Of course, I must add I am also proud of being a University of Kansas “Jayhawk”!


Even though I have a degree in Psychology, I've always been a numbers guy, working for banks and investment firms over the last 25+ years. My passion for helping people with their financial future fuels my other pastimes. My four favorites are world travel, driving race cars, bass fishing, and golf. The human life is but a fleeting moment in history – find your passions and experience them!


I have transformed into a healthier way of life and minimalism because, as I get older, it becomes more apparent how important risk management is in all facets of life. A healthier way of life includes a regimented workout program and eating veggies (seriously I never used to eat anything green). A French writer once said that “Perfection is achieved not when there is nothing more to add, but when there is nothing left to take away." We recently sold most of our possessions of the traditional life including our beautiful house, Corvette, and almost all our furniture, so we could be more mobile with less liability. Faith, family, and friends are our priorities, and that doesn’t include “stuff.” The end-product of the plan for 'slimming down' our lifestyle is for fulltime RV living!


As I progress through my career, I’m learning that “bigger is better” is a myth. Each company I've worked for is smaller than the previous. This allows the strength of my relationships to have a more positive impact on the lives of my co-workers, business partners, and clients who often simply become friends.

How do the owners of Potomac invest their money?


Bachelors of Arts in Psychology
FINRA 7, 63, 6 and SEC 66