Operations Associate & LPL Registered Administrative Associate
My father immigrated to the United States with $20 in his pocket and a world full of possibilities. Without my family’s financial planner, those possibilities would be a lot smaller. Because of my family’s experiences, I learned the importance of financial security and how best to listen, strategize, and implement.
Before joining Potentia Wealth in early 2021, I earned a bachelor’s degree in Finance with a minor in Mathematics and Physics from Loyola University of Chicago, worked closely with a Financial Advisor in San Francisco, and received my Life Insurance, Series 7, and Series 66 licenses. I take immense pride in being among a Service Team that exemplifies the values most important to me and the person I want to become. I appreciate the sense of purpose those values provide to our clients, and I am always excited to help, no matter how challenging.
When not in the office, I enjoy spending quality time with my loving family, beautiful girlfriend, and overwhelmingly active Goldendoodle, Appa. We love to travel to different places to try new foods and create new memories.