Sonia Rivera, Operations Associate

Sonia joined us from Minnesota, where she earned her Bachelor of Science in Health Sciences from the University of Minnesota Rochester. She first joined the team up at the front desk to her current position as an Operations Associate, where she plays a crucial role as the primary paperwork contact, ensuring smooth processes and supporting our clients and their life changes.

With a foundation in empathy and support from her background in healthcare, Sonia brings a unique perspective to the wealth management field.

Outside of work, she enjoys spending time with her boyfriend, Aaron, and their cat, Pharah. She is an avid board gamer and loves to draw. Sonia has thoroughly enjoyed exploring the beautiful coastal towns of Oregon and the Pacific Northwest, especially during the fall.