Sophia is a licensed financial advisor and fiduciary. She has prior experience across multiple large corporations in behavioral science and data analysis where she advised business partners and consulted leadership teams on strategic decisions.
Sophia finds joy in helping individuals identify and reach their goals while building strong interpersonal relationships and establishing trust. She brings these tenets into financial advising, emphasizing a client-first philosophy with a custom approach for each client’s unique goals. She strives to ensure her clients are understood, prioritized, and most importantly, achieve their financial goals.
Alongside Mike, Mario, Walter, and Chris, Sophia supports both individuals and institutions.
Sophia lives in the Lakeview neighborhood of Chicago and enjoys running, trying new restaurants, reading, and traveling.