Spencer Potesta

Psychotherapist, Company Builder, Author | Founder of Potesta Holdings Corporation & Social Capital Foundation

My background is in clinical and organizational psychology, dedicating time to psychotherapy for patients with severe anxiety and trauma disorders, while building and partnering with organizations in organizational psychology. The tools I use in therapy mirror those that help executives and organizations excel.

In psychotherapy, I run a private practice as a double-board certified psychotherapist in Illinois, offering specialized, evidence-based care for severe anxiety (like OCD) and trauma disorders (including dissociation). I dedicate a select few days per week to this transformative, client-centered work.

As CEO of Midsommer.org, I address clinical pain points—like limited access, high costs, and fragmentation—leading a pioneering mental health organization. We build a clinician-led holistic care model, revolutionizing psychotherapy with self-managing teams, comprehensive services, and ethical, insurance-based practices for affordability across states and specialties. We empower ethical clinicians to own teams as directors and co-owners (typically 10-12 grouped by region/specialty), creating sustainable foundations, better business outcomes, higher clinician satisfaction through collaboration, and dedicated client care. Achieved via aligned incentives and lock-step partnerships—not franchising—this forms a constellation of high-powered, human-centered teams. This bridges my passions of organizational psychology & psychotherapy, empowering resilience and impact for clinicians and clients.

In organizational psychology, I operate Social Capital Holdings, consulting Fortune 500/1000 firms on efficiency and performance. Now, I focus on engaged partnerships in businesses like Midsommer and others, strengthening systems, leadership, and operations.

While devoting time to psychotherapy a few days weekly and advancing ventures, my deepest passion is Social Capital Foundation. As President of this 501(c)(3) healthcare endowment, I tackle generational health needs, leveraging my success to innovate solutions benefiting practitioners and clients. We streamline operations to keep 100% of donations intact, supporting healthcare individuals and organizations.

Founder & Principal

Focused on scaling and rebuilding organizations

Service Lines:
-Organizational Consulting (Organizational Effectiveness & Development)
-Advising for startup organizations
-Turning around failing or distressed businesses
-Support Midsized to Largesized organizations becoming more effective and performative 
-Executive Coaching

*Coming 2023 the PPC Leader Academy focusing on providing straightforward ways for high performing leaders to increase performance and effectiveness. Academy is based on Psychotherapy & Organizational Psychology principles to help leaders break through internal and external barriers of success.

Spencer R. Potesta

Proud of you Carly and very excited for the journey!

I’m excited to share a meaningful milestone in my work. ✨

After two and a half years of running my solo private practice, I’m expanding into a group practice (name still in processing) dedicated to delivering high-quality, evidence-based care for OCD & anxiety across the Capital Region and greater Upstate New York.

I’m profoundly grateful for the opportunity to support this community — to offer resources, education, and specialized treatment in an area that has long been under-resourced for OCD and anxiety care. 🌿 

This next chapter is about deepening that mission: expanding access, building a strong clinical community, and bringing even more hope and expertise to those who need it most.

And with that, we’re hiring! 
 If you’re passionate about evidence-based treatment, collaborative clinical culture, and helping individuals reclaim their lives from OCD and anxiety, I’d love to connect. 

All key details are in the graphic, please reach out with any questions or interest! 

#hiringtherapists #ocdspecialist #anxietytreatment #mentalhealthjobs #behavioralhealth #capitalregionny #upstateny #psychotherapycareers #evidencebasedpractice #erptherapy #acttherapy #ocdcommunity #grouppractice #mentalhealthcare #nowhiringclinicians

AllStreet Wealth

Financial Planner

Wealth.com

A part time role helping build the brand, share the message, improve the product, create and oversee the advisor council, and run the podcast and webinars.

Head of Community

RLS Wealth

Fee-Only Financial Advisor

Thrivent

Thrivent is a not-for-profit, Fortune 500 financial services membership organization helping more than 2 million members achieve financial security and give back to their communities. Thrivent and its affiliates offer a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance and many more. As a not-for-profit organization, Thrivent creates and supports national outreach programs and activities that help congregations, schools, charitable organizations and individuals in need. For more information, visit Thrivent.com.

Financial Associate

Butler Business Consulting Group

The Butler Business Consulting Group is a consulting business designed to serve Indiana companies by offering innovative strategies that support profitable growth. Part of Butler University’s Lacy School of Business, our experienced professionals leverage the University’s resources to help solve business challenges. From strategy to marketing, sales, operations, and financial management, our professional team and subject matter experts work alongside clients to build solutions that have immediate and long term results.

Marketing Analyst

Eli Lilly and Company

Marketing Intern

Butler Business consulting group

Student Analyst

Lumavate

Marketing Analyst Associate

Heartland community church

Finance Intern

Williams-Manny Inc.

Marketing and Finance Intern

Top 100 Advisor By Investopedia. Helping 30-50 year old Business Owners and Those With Equity Comp Build Wealth 💰. Co-Founder & Financial Planner at AllStreet Wealth. Head of Community at Wealth.com

Hey there!

My name is Thomas Kopelman. I am the Co-Founder of AllStreet Wealth, a financial planning firm for very high income 30-50 year old entrepreneurs and those with equity comp. I am also a:

- Blogger (thomaskopelman.com)
- Content Creator (podcast: The Long Game Podcast)
- Entrepreneur (Own AllStreet Academy and AllStreet Wealth)
- Top 100 Advisor By Investopedia in 2022 and 2023
- 2023 Young Advisor To Watch
- Top 23 Millennial Financial Advisor by Business Insider

For way too long, this age demographic has been neglected by the financial services industry. There are a large number of high income earners in my generation that are craving good, quality financial planning. That is what we are here for.

Let’s face it, life in your 20’s, 30’s, and 40’s can be hard. You have Multiple jobs, student loans, marriage, kids, a new 🏡 , starting a business, paying for education for your kids, etc. Juggling all of that is enough let alone figuring out how to accomplish it financially. You don’t have the time nor do you want to have to learn about taxes, investing, equity compensation, estate planning, the best accounts to use, etc. Your time is best spent doing what you love!

That is why I am here, to help you figure out how to use your resources to live the life you want. Isn't that the goal? To live the life you have dreamed of?

At AllStreet Wealth, we help our clients move beyond the surface level goals they think they want and determine the lives they truly want to live. Our goal is to help our clients live fulfilled lives by identifying what is enough, building a plan that takes them in this direction, and keeping them on track when things change.

We meet our clients where they are in life and show them the intersection between 'personal' and 'finance' so they can ultimately live the life they want.

If you want to learn more:

https://www.allstreetwealth.com/thomas

Thomas Kopelman

Yeah… the markets may be getting crushed

But we couldn’t be having a better day over here

Nora Ryan Kopelman is officially here and she couldn’t be cuter

Financial Planner Helping 30-50 year old Business Owners and Those With Equity Comp Build Wealth 💰. Co-Founder at AllStreet Wealth. Head of Community at Wealth.com

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2025 has been an incredible year for us at AllStreet Wealth  

Here’s a quick recap of 2025:
- 65 new clients added
- 14 clients off boarded who weren’t great long term fits 
- 3 new clients signed already for 2026 with 10+ prospects on the calendar for Jan
- AUM growth from just under $20mil to $64m

In 2024, we did about $750k in revenue

Our goal this year was:
- low goal: $1mil
- mid goal: $1.25mil 
- stretch goal: $1.5mil

With a ton of hard work, we crushed $1.5mil this year 

And are hoping to get to $2mil next year (ARR of $1.8mil right now) 

It’s wild how efficient a team of an enrolled agent (he’s also a licensed financial advisor), director of ops, and a lead financial planner can be when we are all in our area of excellence

Let’s keep building!

There are six weeks left in 2025

If you haven't started yet, this means it's time to make end of year tax & financial planning moves

Now, you may be wondering, “what strategies I should be considering?”

While not everything will apply to your unique situation, I want to share 20 moves to consider that can have a huge impact on your financial future:

Max out your 401(k), 403(b), 457, etc Max out your HSA Max out your Roth IRA (*you have until the tax filing deadline for this one) Max out your 529 p

Open article: Tax Moves to Make Before December 31st by Thomas Kopelman • 2 min read

Advisors underestimate how much being in the wrong seat holds them back

Mark Cecchini, CFP® and I talk about:

• Lead advisor vs planner roles
• Why some people burn out
• How to build your own brand
• What actually moves the needle in 2025 (& beyond)

New episode is live

Great one for anyone early in their career:

You’ve heard people talk about moving to Florida or Texas to save on taxes

But Puerto Rico is a completely different conversation

In today's new episode, Wesley Gray, Ph.D. walks through:

• Why some high earners cut their tax bill by hundreds of thousands
• The residency rules people get wrong
• What life in Puerto Rico is really like

Great breakdown from someone who’s lived it for years

Insurance is crucial to your success financially

But most people I come across make the same, huge mistakes

I want to help you make the best decisions for you and your family

So here are 5 common insurance mistakes I see + how to avoid them:

1) Focusing on small dollar risks For most people with wealth, the goal of insurance is to protect you against the biggest risks and the largest outla

Open article: 5 Common Insurance Mistakes (& How to Avoid Them) by Thomas Kopelman • 3 min read

5 Common Insurance Mistakes (& How to Avoid Them)

Most people are their own worst enemy when it comes to investing

There’s a reason the market averaged just under 8% from 2001-2020 yet the average investor averaged under 3%

Becoming more educated leads to better investing

Here are 8 charts to help you become a better investor:

1) Odds of stock market positive returns (by time frame) I see 2 types of people often: The person who views the market as gambling The person who thi

Open article: 8 Visuals That Will Make You a Better Investor by Thomas Kopelman • 4 min read

8 Visuals That Will Make You a Better Investor

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The Battle

Spencer R. Potesta

Thomas Kopelman

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The Battle

Spencer R. Potesta

Thomas Kopelman

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Spencer R. Potesta's LinkedIn Performance

Performance ScoreThomas Kopelman's LinkedIn Performance

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Performance ScoreSpencer R. Potesta's LinkedIn Performance