Client Relationship Manager
My 10+ years of experience in the wealth management field is deeply rooted in the relationships I build with each client. I came on board with Potentia in early 2021, serving the clients of Potentia Tax. Today I have transitioned to the Wealth team as an Operations Associate assisting clients with scheduling, new accounts, money transfers, and anything else that helps them communicate best with their Advisor.
As a Silicon Valley native, I reside in San Jose, California with my beautiful wife and our two children. I enjoy spending time with them at home and keeping active outdoors. I thrive in giving back to my community, volunteering time at local food banks as well as volunteering to coach my son’s competitive soccer team with North Valley Youth Soccer League.