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.
Vice President of Operations
My many years in customer service and management prepared me for my role at Potentia. Beginning in Client services, I created deep relationships with many of our clients that I cherish. Now in a management role, we have a larger team processing client requests and most client action flows through me. I make sure you have the most capable team member working with you and your Advisor to exceed your expectations. I have strength in my attention to detail, organizational skills, and strong work ethic. Clients and my team know I enjoy most solving the “tough stuff”.
While my work at Potentia has the left side of my brain doing most of the heavy lifting, outside of work I allow my right side of my brain some space. I enjoy reading and painting and spending time with my lovely husband.