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Lanica Umali

Lanica Umali

Tax Practice Manager

With a background in client services, operations, quality assurance, training and development, and office management, I bring my years of experience to the clients and team of Potentia Tax. I am responsible for creating a seamless onboarding experience to our new clients as well as serving our legacy clients. Applying my training in Six Sigma, I innovate operational procedures and processes, minimize errors, and increase the client experience. I am a firm believer in the power of effective communication which enhances the ability to provide exceptional customer service.

Originally from the Philippines where I still have family, it is one of my favorite places to travel, laugh, and recharge. I live with my wife in San Jose where we enjoy hiking, spending time outdoors, listening to music, and watching 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.