Phone: 

919-782-3444

Kristen Potter, CPA, CVA

Senior Manager, Sorren Inc.

Kristen Potter is a Senior Manager at Sorren Inc. Kristen focuses on tax planning, compliance, and business valuation for closely held businesses. She also provides tax guidance to trustees managing bankruptcy cases. She works with clients in the real estate, construction, and nonprofit industries.

Outside the office, Kristen enjoys playing recreational soccer and spending time with her family.

Education:

  • Bachelor of Science in Business Administration, Concentration in Accounting, East Carolina University
  • Master of Science in Accounting, East Carolina University

Professional Designations / Civic Associations:

  • Certified Public Accountant, North Carolina
  • Certified Valuation Analyst (CVA)
  • American Institute of Certified Public Accountants (AICPA)
  • North Carolina Association of Certified Public Accountants (NCACPA)
  • National Association of Certified Valuators and Analysts (NACVA)

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