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.
Private Wealth Advisor
I have been partnering with individuals, couples and families since 2007 to help them work towards financial freedom. Through experience I have learned that it’s not always just about the math that leads to financial freedom as this can mean very different things to different people. For some it is a peace of mind that comes with having your retirement plan in place. For others, just knowing that their financial future is secure and avoiding sleepless nights worrying. And yet, some prefer to know that they will be leaving a legacy to their heirs. Whatever your goals are we can work together to develop a plan that suits your aspirations best.
I realize that by partnering with me and the entire Potentia Wealth staff that you have extended a vote of trust and confidence. Therefore, we take our responsibilities very seriously as we should. Staying abreast of economic conditions, paired with understanding my clients’ goals is key to our success. Please always know that your agenda is my agenda-not the other way around.
When I’m away from the office I enjoy traveling, reading history books, playing golf and most importantly spending time with my family. I have twin boys-Blake and Justin, both married, a daughter-Taylor also married, two grandsons-Cooper “Craig” and Beckham and my spouse Paula of forty years.
CA Insurance License # 0F77481
Investment advice offered through Potentia RIA, LLC, a registered investment advisor. Potentia, Potentia Wealth, and Potentia RIA, LLC are separate entities.