Sr. Tax Advisor
When I joined Potentia, I brought with me nearly a decade of experience in taxation and accounting, along with a genuine passion for working closely with clients. Over the years, I’ve built a strong foundation helping individuals and families navigate the complexities of their financial lives with clarity and confidence.
I hold a Master of Commerce from Kuvempu University in India and a Master of Science in Healthcare Administration from California State University, East Bay. This combination of education and experience allows me to approach each client’s situation with both precision and a broader perspective.
At Potentia, what I enjoy most is building meaningful relationships and helping create a sense of ease around tax and financial planning. I believe there’s a story behind every return, and I take pride in being a steady, reliable partner—someone my clients can count on to feel informed, prepared, and supported every step of the way.
I live in Fremont, California with my family. Outside of work, I’m an avid outdoor enthusiast who enjoys hiking and running. I’ve completed several half marathons and marathons, and I’ve had the opportunity to trek in incredible places like Mount Kilimanjaro, Patagonia, and Mount Whitney—experiences that have shaped my resilience and appreciation for long-term goals.