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Meet our team

POTENTIA WEALTH

Kevin C. Swanson, CFP® CEO, Private Wealth Advisor
Julie M Minami, CFP® Private Wealth Advisor
Adam Roberts, CFP®, AIF® Private Wealth Advisor
Nicole Morris Partner / Business Operations
Lori Weeks Vice President of Operations
Sarah Maloney Operations Manager
Crystal Cervantes Client Concierge
Billy Boulett Client Relationship Manager

POTENTIA TAX

Rachita Wadhwa, CPA
Lanica “Lahnce” V. Umali Tax Practice Manager

DISCLOSURE

The individuals associated with Potentia Tax do not give investment advice and are not associated with Strategic Wealth Advisors Group, LLC.

STRATEGIC PARTNERS

Cindy Press Licensed Private Professional Fiduciary
James Berge Attorney

DISCLOSURE

The individuals listed as strategic partners are not associated with Strategic Wealth Advisors Group, LLC.

DISCLOSURE

The individuals listed as strategic partners are not associated with Strategic Wealth Advisors Group, LLC.

DISCLOSURE

The individuals listed as strategic partners are not are not associated with Strategic Wealth Advisors Group, LLC.

CONTACT OUR TEAM

Your family financial health is the goal.

The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.