Bill Robertson

LPL Financial Advisor

Series 4, 7, 24, 28, 63, 65 held with LPL Financial

bill@corevisionfg.com

Bill grew up in Mooresville, IN.  He has lived in the Center Grove/Bargersville area since 1992.  Bill and his wife Kim together have four adult children and three grandchildren.   Bill earned his bachelor’s degree from IUPUI while working full time at AT&T. Bill and Kim are thankful for the community they live in. They have volunteered at Emmanuel Church, Kim ran DWAP, an after-school program for Center Grove middle school students.  Bill is a former board member for the Greenwood Economic Development committee, Center Grove Little League, Bantam Football, Horizon House and Champ Camp. Bill participated in the The Leadership Johnson County program at Franklin College as well as The Director’s Staff at the Murat Shrine. Bill and Kim currently support Blessings in A Backpack. Bill believes his experience brings value to his client relationships and he loves being able to make a difference for his clients. Bill and Kim enjoy sharing time with their friends and family, especially grandchildren, traveling, and reading.

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Nanette Potter

Bargersville Office Manager

nanette@corevisionfg.com

Originally from Johnson County, Nanette Potter recently moved to Shelby County with her husband Roy and two children Baleigh Anne and Roy. Nanette has enjoyed a diversified career path spending thirteen years in the jewelry business, starting as a part time sales associate and working into management and finishing up as a Goldsmith. The next thirteen years were spent in the law field, starting as a receptionist and quickly moving into other roles, finishing that career with case management and increasing case productivity by 300%. Nanette looks forward to at least the next thirteen years learning every aspect of the financial world and assisting her Advisors in creating the best experience for our customers. In her spare time, Nanette and Roy enjoy glamping, exploring their new Shelby County sixteen-acre property, and spending time with family.

Andrea Lee, CFP^®

LPL Financial Advisor

Series 7, 66 held with LPL Financial

andrea@corevisionfg.com

Prior to joining the financial world, Andrea earned her degree in Exercise Science from Indiana University and spent years motivating her clients to achieve their fitness goals. As her children reached school age, Andrea found herself searching for new challenges and ways to help others work toward their dreams. As a daughter of a successful CPA, investing was often a topic of discussion in her house growing up, which helped her to realize her second passion: financial planning. Now, as a licensed financial advisor, Andrea coaches her clients toward financial fitness, helping them to see the big picture and pursue their life goals.

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