I’m passionate about helping clients feel confident in their financial lives by bringing clarity to complex decisions. My approach begins with understanding where you are today, where you want to go, and how we can thoughtfully navigate the path forward together. I develop a personalized “Moments That Matter” roadmap to help guide you through life’s key transitions and financial milestones.
I have a particular passion for working with individuals navigating change—especially those who are newly single or stepping into managing their finances independently. I also work closely with corporate executives to develop strategies around concentrated stock positions, helping bring structure and confidence to more complex financial situations. My goal is to simplify the process and provide a steady, thoughtful approach so you can move forward with confidence.
I joined Potentia Wealth bringing over a decade of experience from Pence Financial Group and King Wealth Planning, along with a 25-year career in human resources. Earlier in my career, I had the opportunity to work on the GPS satellite program for the Department of Defense. I hold a bachelor’s degree in International Business from San Jose State University and a master’s degree in Ethical Leadership from Claremont Lincoln University.
I live in Campbell, California and am actively involved in my community. I’m a member of the Campbell Chamber of Commerce, San Jose Rotary, LPL Women’s Advisor Community, and the San Jose Senior Roundtable. I also founded the Sterling Women’s Network, where I bring together professional women to support one another and expand their business horizons. Outside of work, I enjoy reading historical fiction, rowing, exploring nature, and spending time with family and friends.