Portfolio Specialist

Sophia services clients’ accounts in a wide variety of ways, from handling distributions to trading and system management. Sophia loves working in the high-support family environment here at Triune. “I know that I can ask anyone on the team a question and they can help me or point me in the right direction.”

Her favorite work challenge is analyzing numbers to ensure everything works out for the best. “As a mathematician, I love any problem involving numbers!”

Sophia says the concept of budgeting changed her life. She realized that financially independent people aren’t necessarily wealthy; they simply manage the money they do have. “It’s possible, for everyone,” she says. “Living the debt-free lifestyle is the best financial decision I’ve made.”

Sophia earned her Bachelors of Science in Mathematics at the University of Nebraska at Kearney. When not working, Sophia enjoys creating art, exercising, and reading books by Tolkien and Salvatore.