Financial Planning and Investment Administrator
As a dedicated professional in the finance industry, I have years of experience and a strong drive for success. Having worked at a small wealth management firm prior to joining Potentia, it was really important for me to join a company that puts the clients first and I admire Potentia’s dedication to the individuals and families it serves. I am passionate about finance and I enjoy contributing my talents to an organization that values innovation, growth, and a commitment to excellence. I embraced my passion at California State University, Sacramento, where I obtained a bachelor’s degree in business administration and a concentration in financial planning. I was born and raised in Sacramento, CA and that is where I continue to live today. In my spare time, I enjoy spending quality time outdoors along the American River with my wife Caroline and dog Finley.