Jacob R. Potts is a Vice President, Financial Wellness LifeCoach, and Trade Team Leader at DiNuzzo Private Wealth, Inc., d/b/a DiNuzzo Wealth Management which has operated as an SEC Registered Investment Advisory Firm since 1989 and currently manages $872 million in assets under management since September 30, 2023. Jacob has been associated with the firm since 2012 when he job-shadowed for his senior project. He later was an intern for the firm while attending Robert Morris University, and joined the firm full-time in December 2015 after graduation as Client Service Advisor. He became a Financial Wellness LifeCoach in August 2016, and shortly thereafter in January 2017, achieved the posit