Samantha Potoczak

Financial Advisor

Samantha Potoczak is a 2016 graduate of Lafayette College with a B.A. in International Affairs and Film & Media Studies. While at Lafayette, Samantha was a member, and eventual captain, of the school’s Division I soccer team. 

During her college career Samantha worked at PMK*BNC Public Relations and Major League Soccer. After graduation she was accepted into the Content Associate Program at the ESPN headquarters in Bristol, CT. After a year of working as a production assistant for SportsCenter and ESPN FC, Samantha returned to the field of public relations, accepting a job in New York City with the bi-coastal PR firm, Kovert Creative. Throughout her time with Kovert, Samantha worked across PR and marketing strategies on brand accounts including Cadillac, Bulletproof and True Food Kitchen. Additionally, she worked as a publicist for talent clients including Lindsey Vonn, Amy Poehler, and Howie Mandel. She also assisted with event production and on-site logistics for activations such as the Global Citizen Concert Series, NY and LA Auto Shows and New York Fashion Week.

Samantha started with the firm in October of 2019, joining TransitioNext Advisors alongside Cathy Prather and Partner Keven Prather. Together they specialize in Total Wealth Planning for those that manage a household or run a business, concentrating on the core areas of individual holistic financial planning, total wealth management, business succession and transition planning, and executive compensation planning for families and businesses around the country. 

Samantha Potoczak is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www. sipc.org). OSJ 2012 W. 25th Street, Suite 900, Cleveland OH 44113. 216-621-5680. TransitioNext Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202301-276768


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