Move in the direction of your dreams.
If you don’t know where you are going, you’ll end up somewhere else.
We help people navigate financial decisions with patience and confident planning.
Investment Management, Financial Planning, and Wealth Protection for Individuals & Families.
A fee-only advisory firm serving clients nationwide focused on transparency, trust, and fiduciary duty.
Wealth Management
The financial lives of high-net-worth individuals and families is complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.
Investment Solutions
Investing is a long-term commitment. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.
Financial Planning
Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Great Dane Investment provides all three.
Tax Planning
We employ and implement a proprietary Artificial Intelligence model to optimize strategies that supports your tax preparation team and provide future planning guidance.
Marital Financial Planning
Divorce and the loss of a spouse are two of life's most financially consequential transitions. We provide compassionate, strategic guidance to help you protect your interests, untangle complexity, and build a confident financial future.
Estate & Gift Planning
Estate and wealth transfer strategies help you preserve your legacy while minimizing tax burdens. Every recommendation is tailored to your specific needs, and in consultation with your estate attorneys.
Isabel Biondi, CFP®
Partner
A CERTIFIED FINANCIAL PLANNER® Professional
Isabel partners with women and families who are ready to stop guessing about their finances and start feeling genuinely confident about their future. She helps clients gain clarity, build organization, and create a financial life that truly reflects what matters most to them.
With experience advising ultra-high-net-worth families at J.P. Morgan Private Bank in San Francisco and Nashville, Isabel brings both institutional rigor and a deeply personal approach to financial planning. She believes the best advice feels like a conversation not a transaction.
Isabel holds a degree from UC Berkeley's Haas School of Business, where she also competed four years as a Division I athlete on the Cal Women's Volleyball Team. She now resides in Franklin, Tennessee with her husband, Nate.
Todd Richard Potter
Partner
36 Years in Capital Management
Great Dane Investment is a Fiduciary and Registered Investment Advisor, with a simple promise “One client. One priority.” That is not only an ethical commitment, but also a legal one.
Ten years trading financial futures at the Chicago Mercantile Exchange established Todd’s discipline and methodology that defines his work today. He applies economic insight with behavioral science to help clients disregard short-term noise, treating volatility as a temporary event and a catalyst for opportunity.
A third-generation resident of Moline, Illinois, Todd and his wife, Tina, raised three children and a succession of beloved Great Danes—the inspiration behind the firm’s name.