KEMBA's Biggest Saver

They may be on a financial journey, but they are not going it alone. With some help from a KEMBA Financial Trainer, they are gearing up to become savvy savers and change their financial life for the better. Follow along as we track their progress every step of the way.

Dave Trent

Dave is committed to helping his members improve their financial lives. With 35 years of experience in the financial services industry, Dave plans to help the Potter team win KEMBA's Biggest Saver. He and his team at KEMBA's Grove City branch will work hard to help the Potters carry out the best possible financial plan for their life. Dave wants his team to not only see immediate changes to the way they normally spend and save, but hopes the plan they create together will have a lasting impact on their future.

Savings

Debt Reduction

QUICK FACTS

Name

Brian, Sarah, A.J., and Mia

Occupation

Sarah works at Safe Auto and Brian works at A&J Construction

Length of Membership

KEMBA members for 1 year

Branch Sponsor

Grove City

Biggest Purchase

A new pickup truck

The Potter Team is dedicated to improving their financial situation and is ready and willing to share their journey with the public. Saving money for a down payment on a new house is one goal they are working towards. Getting their financial life back on track is another. Brian works for A&J Construction, a family business, and Sarah is employed by Safe Auto. They are both eager to work with their financial trainer to find ways they can save money and reduce debt.

"We have already taken some measures to keep our debt under control, but we need assistance with figuring out the best way to pay the debt off and save money at the same time. It seems like we can never get ahead."

Their two young children provide the motivation they need to succeed. Because of a medical problem, their son, AJ, receives injections in his Achilles tendon four times a year. These costly shots add to the mounting financial worries the family is facing, but with the help of their financial trainer the Potters are confident they will be able to establish a plan and stick to it, making these medical expenses just another part of their budget.

What are their plans for the $10,000 if they are named KEMBA's Biggest Savers? Brian says they will save it. Sarah says they will use it to pay down debt. You will have to stay tuned to find out what they decide to do if their team is named KEMBA's Biggest Saver!