Sonia has over 15 years of experience working closely with executives, entrepreneurs, and multi-generational families to provide a range of wealth management and investment advice. Her primary focus is maintaining trusted client relationships through a personalized and proactive approach. In addition to prioritizing clients' day-to-day needs, she works in conjunction with her team members to provide advice and guidance for clients on investment needs, trust and estate planning, cash management, banking, digital integration, and lending needs. Sonia holds a Certified Private Wealth Advisor (CPWA®) designation, a Certified Exit Planning Advisor (CEPA®) designation, and the Certified Divorce