Sophie leads efforts to expand access to wealth management by connecting individuals and families to fiduciary advice through employer and partner channels. She focuses on building meaningful partnerships and shaping a client experience that supports long-term engagement and growth.
With a rare blend of experience across retirement plans, financial wellness, and wealth management, Sophie specializes in meeting people where they are – through education, workplace benefits, and planning – and guiding them into lasting advisory relationships. She is passionate about building scalable platforms that do the right thing for clients while creating a strong foundation for sustained growth.
Fun fact about Sophie: She will always choose the aisle seat on a plane!
Westborough, MA
“Focus on what matters, and the rest follows.”
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