Advisor Team /  Client Service Team
Avid hiker, reader, explorer and spotify playlist master. Always ready to help and energize others with a cheerful spirit, steady hand and good music!
Sophia joined the team in 2020 as an Associate Advisor. She is currently a participant in Strategic’s Advisor Development Program. This program is designed to help professionals develop the critical skills and knowledge necessary to become a successful financial advisor.
Sophia graduated from Providence College in May 2020 with a Bachelor’s degree in finance.
Areas of Specialty
Client Relationship Management
Client Service & Advisor Support
Beneath the Surface
Claim to Fame
She has a spotify playlist for absolutely everything. Hand her over the aux!
Hiking, reading, exploring/traveling, all things Adirondacks, and hanging out with her dog.
Born and raised in New Hartford, NY
We make a living by what we get, but we make a life by what we giveWinston Churchill