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.
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.