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.
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.