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.
Service Administrator
I’m passionate about supporting others and building meaningful relationships. And, thankfully, my varied career has given me ample opportunity to live out this passion. For example, as a Service Administrator for Potentia Tax, I talk with clients daily, which enables me to learn about their lives, the significant events they face, and what really matters to them. By taking the time to connect with our clients, I’m equipped to provide them with personalized service — and combining deep relationships with exceptional service truly creates a win-win situation!
When clients have questions or need help with their taxes, I’m the one to call. It’s my job to understand their questions and then either handle the issue myself or engage the team member who can. For me, a successful day in the office is characterized by providing our clients with timely and helpful service, and by giving my colleagues the support they need to do their jobs efficiently and well.
In my free time, you’ll find me watching movies or listening to my favorite tunes. I cherish every moment spent with my amazing family of four— and I seek to ensure our time together is filled with love, laughter, and meaningful conversations. We often watch films together or listen to music, letting the melodies lift our spirits and energize us. Because, at the end of the day, being filled with positivity and love is what matters most.