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.
Operations Manager
Joining Potentia in early 2020 as an Operations Administrator, I immediately connected to the heart of the company. I have a passion for managing accounts and know what it takes to provide exemplary service. I draw from my years in the financial industry to be a liaison between our clients and their Advisor. This background translates to my personal life through my volunteer work at Sacred Heart Community Service. I enjoy cooking and spending time with my husband, Jeff, and our Morkie, Cyrano. You can count on me to make sure all your requests are met with my unrelenting attention to detail and care, ensuring your expectations are met in a timely and efficient manner.