My time at Potentia has instilled in me an unwavering commitment to serving families with genuine care, integrity, and a perspective that looks decades ahead, not just quarters. I am dedicated to helping families make confident, well-informed financial decisions that align with their deepest values.
I believe that the best financial advice is rooted in a deep understanding of a family’s “why.” Whether we are navigating a complex tax season or planning for a multi-generational legacy, my goal is to act as a steady hand, ensuring your financial plan is as resilient as it is growth-oriented.
My interest in wealth management began at California State University, Sacramento, where I earned my Bachelor’s degree in Business Administration with a concentration in Financial Planning. It was there that I realized finance wasn’t just about spreadsheets, it was a tool to help people protect what they’ve spent a lifetime building. Today, I bring that passion to life through a disciplined, practical approach, focusing on personalized investment strategies, cash-flow planning, and the portfolio monitoring required to stay on track in an ever-changing world.
Born and raised in Sacramento, I am proud to still call this area home. When I’m not in the office, you’ll most likely find me outdoors along the American River. Whether we’re hiking the trails or exploring the water, I cherish that time with my wife, Caroline, 2 daughters, and dog, Finley. These moments in nature are a constant reminder of why I do what I do: to help other families secure the financial freedom to enjoy the things they love most.
CA Insurance License #4362633
Investment advice offered through Potentia RIA, LLC, a registered investment advisor. Potentia, Potentia Wealth, and Potentia RIA, LLC are separate entities.