Leading with purpose, legacy and grace.
Balancing family, business, and personal connections with grace no matter the demands.
Helping individuals and families build secure futures through sound retirement and legacy planning.
Serving a community of professional business entrepreneurs through leadership.
Join us in the RISE Women Collective!
Author of the book "The Grace Effect: Unlocking Your Identity Through Faith" and
Host of "SurrendHer Podcast"
I work and enjoy empowering individuals and communities to pursue their highest potential through purpose driven leadership, financial wisdom, and faith filled connection; all while embracing grace in every pursuit.
Feel free to find me on these social channels.
I had a lost pension from a job 20 years ago she was able to help connect me to who I needed to for information and helped me move my 401k into a better and safer plan.
Lyle M.
Sophia helped set my husband and I up with retirement accounts. We are very ready to begin saving as we are both self employed and highly motivated to reach our goals.
Michaela B.
Her knowledge and presentation was simple and easy to understand. She made what seems like overwhelming concepts fairly cut and dry so the decision making was easy.
Chad B.
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