Sophia is a finance graduate of West Chester University and a Client Experience Specialist who supports clients through attentive service and strong relationship building. She works closely with clients to help ensure their experience with the firm is smooth, organized, and responsive, assisting with administrative needs and day-to-day service requests.
Known for her friendly approach and attention to detail, Sophia enjoys being a reliable point of contact for clients and takes pride in helping them feel supported and informed throughout their interactions. She is committed to delivering a high level of service and contributing to a positive client experience.