Client Relationship Manager
The root of my success has always been listening to the needs of my clients and making them my top priority. My approach at Potentia Wealth is no different. At the end of the day, our purpose is to help clients navigate life’s opportunities and challenges and guide them toward achieving their goals.
As a young man, I was fortunate enough to meet an old banker who said to me, “Money matters, but people count.” I have never forgotten those words. Working side-by-side with a smart and talented team has provided a foundation for me to build long-term relationships with my clients and my colleagues. In my work as an advisor, I thrive on finding solutions to address my clients’ challenges. Potentia’s team of extraordinary people with a broad range of professional expertise paired with deep investment and operational resources provides clients with a platform for comprehensive, tailored services built to support their financial needs and meet real-life wealth challenges.
Prior to my career with Potentia Wealth, I spent my professional life in the corporate world largely working in maritime defense, research, and the oil and gas industries. This was a very rewarding career, which afforded me the opportunity to travel the world, meet some truly remarkable people and enjoy amazing experiences. I have been married for over a quarter century and have raised two fine young men.