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Lanica Umali

Lanica Umali

Tax Practice Manager

As the Tax Practice Manager at Potentia Tax, Lanica is responsible for the seamless onboarding experience of new and legacy clients.

In her role, she applies her training in Six Sigma to innovate operational procedures and processes, reducing errors and increasing client satisfaction. She is a firm believer in the power of effective communication and is passionate about providing exceptional customer service.

Lanica’s previous experience includes office management, operations, training and development, hospitality, quality assurance, and customer service.

Originally from the Philippines, she now resides with her wife in San Jose. Her pastimes include hiking, spending time outdoors, music, and movies.

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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.