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Meet our team

POTENTIA WEALTH

Kevin C. Swanson, CFP® CEO, Private Wealth Advisor
Todd Barney, CEPA®, CIMA®, CPWA®, CFP® President Wealth Management
Julie M Minami, CFP® Private Wealth Advisor
Adam Roberts, CFP®, AIF® Private Wealth Advisor
Austin Cua, CFP® Private Wealth Advisor
Chris Meade Private Wealth Advisor
Raghu Krishnan Private Wealth Advisor
Craig Pine Private Wealth Advisor
Nicole Morris Partner / Business Operations
Lori Weeks Vice President of Operations
Sarah Maloney Operations Manager
Emily Brillo Operations Manager and Business Transitions
Crystal Cervantes Client Concierge
Billy Boulett Client Relationship Manager
Brittany Harper Operations Associate

POTENTIA TAX

Rachita Wadhwa, CPA
Akshata Shanbhag Tax and Accounting Associate
Lanica “Lahnce” V. Umali Tax Practice Manager
Holly Gray Service Administrator

DISCLOSURE

The individuals associated with Potentia Tax do not give investment advice and are not associated with Potentia RIA, LLC.

STRATEGIC PARTNERS

Cindy Press Licensed Private Professional Fiduciary
James Berge Attorney

DISCLOSURE

The individuals listed as strategic partners are not associated with Potentia RIA, 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.