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.
Senior Tax & Accounting Associate
As a seasoned licensed tax professional with 14 years of in-depth experience, I bring a wealth of knowledge to the team at Potentia Tax. My specialization in tax services for high net-worth individuals and closely held companies distinguishes me as a trusted advisor in this area. In addition to tax services, I also provide management and advisory services to our clients. My rigorous attention to detail, coupled with a robust understanding of the intricacies involved in high-value tax scenarios, ensures that my clients receive the pinnacle of tailored tax guidance.
Having grown up in Cupertino, I now reside in San Jose with my beloved wife and son, and I feel deeply rooted in the heart of Silicon Valley. Beyond my professional life, I proudly served in the U.S. Army and am honored to be a veteran. This speaks to my unwavering commitment and resilience.
Outside of my professional life, my world centers around my family. We often spend our free time visiting children’s museums and parks, embracing the joyous moments that life in California has to offer.