Meet your financial specialists.

Sophia’s strong organizational skills and passion for helping others are evident in her role as a Client Service Associate. She supports our wealth advisors by managing a wide range of tasks that enhance the client experience, including processing paperwork, handling cashiering requests, and ensuring all documentation is accurate and completed in a timely manner. Her attention to detail and commitment to precision help ensure that client needs are met efficiently and professionally.

Sophia returns to Strategic Wealth Partners after interning with the firm beginning in June 2024, where she worked closely with the Operations team. As a former college athlete, Sophia deeply values strong team dynamics, something she has found at SWP through its culture of open communication, collaboration, and shared commitment to client success.

Outside the office, Sophia enjoys exercising, watching sports, listening to country music, and spending time with friends and family. New to the Chicago area, she’s excited to explore the city’s food scene and discover all the restaurants it has to offer.

Education

BA in Economics, concentration in Finance – Lake Forest College