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.
As a licensed CPA with many years of experience and working in the lead role at Potentia Tax for tax planning, advisory, and preparation, I believe that minimizing taxes today can greatly enhance one’s wealth tomorrow. Having experience working at the Ernst & Young audit department has provided me an edge over documentation and planning and the importance of financial and tax planning. I also had my own startup and, being an entrepreneur myself, I can provide insight on business development.
I am an avid reader and have immense knowledge of taxation, accounting, finance, auditing, strategy, and operations. I work with a passion for what I do and to be a catalyst to add value to others by putting my skills and expertise to the maximum. My professional experience has been in handling a wide range of roles from audit, business, planning, advisory, and preparing taxes and financial statements.
I love spending time with my family and planning vacations to check off my bucket list. My husband and I had our first child, a daughter, in November 2023, and look forward to sharing our adventures with her!