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.
Operations Associate
As a seasoned Operations Associate, I have exceptional administrative prowess and a keen attention to detail. With a proven track record of customer service excellence, I bring a wealth of experience and a steadfast commitment to all Potentia clients. I have an unwavering passion for learning and savor any opportunity to share my thirst for knowledge and adventure.
Upon joining Potentia Wealth, I quickly found a home away from home. From delightful conversations with clients to thought-provoking strategy sessions among colleagues, Potentia is a place of inspiration, knowledge, and growth – both personal and professional.
When not at work, I find solace within the pages of a good book, constantly exploring new worlds and perspectives through reading. Beyond the realm of fiction, I find joy in supporting my beloved Golden State Warriors, volunteering at church, and cherishing moments with my two Pomsky companions: Bentley and Chocolate.