Private Wealth Advisor
When I joined Potentia Wealth, I immediately knew our values and beliefs aligned. Putting the client and their family first will always be at the forefront of every decision we make and ongoing conversation we have. My time as a Private Wealth Advisor has shown me that a majority of clients ask similar questions: When can I retire? Can I gift money to my beneficiaries? How can I maximize my returns while limiting my risk exposure? Am I going to be able to live comfortably during retirement? The questions may be the same, but the solutions are tailored to each client’s situation.
In addition to my role as a private wealth advisor I am also a founding member of our investment committee. Assessing risk along with client needs and anticipating market fluctuations is an integral part of how we construct and adjust our investment portfolios. Every decision made is done with each client in mind.
My primary goal is to help families create a custom financial and investment plan, address specific needs and concerns, and create an investment strategy that provides the highest level of success. I have a passion for what I do and enjoy getting to know my clients and learning what is important to them. Financial Advisors play an important role in families, and I want my clients to know that Potentia and I have their best interests at heart.
In my spare time, I enjoy watching the Golden State Warriors and spending time with my family. My grandparents have always instilled the importance of family and that’s why I always keep my clients and their families top of mind.
Investment advice offered through Strategic Wealth Advisors Group, LLC., a registered investment advisor. Strategic Wealth Advisors Group, LLC. Potentia Wealth, and Potentia are separate entities.