About Sonya
As a client relationship specialist, Sonya provides support to clients and advisors on a day-to-day basis from scheduling appointments to opening accounts. Her desire to help her team stay organized and operate smoothly has driven her throughout her career.
An introvert by nature, Sonya learned early how to stretch herself and become more outgoing. Her first job at age 16 was in a local grocery store where she quickly moved into an administrative assistant role for the district manager, which involved making lengthy phone calls to store managers within the district for ordering.
Sonya joined Buckingham Strategic Wealth in 2023, bringing six years of experience supporting clients at a financial advisory firm. Prior to joining Buckingham, she was the client services manager for Davis Financial Planning, where she was devoted to keeping the office running efficiently. She also has a wealth of experience in administrative and management roles in medical practices and an accounting firm in Asheville, North Carolina.
Sonya lives in Mills River with her husband. She has two adult children and one much-loved grand dog. Sonya has a heart for service, is passionate about volunteering, and is actively involved with an orphanage in Africa.
As a client relationship specialist, Sonya provides support to clients and advisors on a day-to-day basis from scheduling appointments to opening accounts. Her desire to help her team stay organized and operate smoothly has driven her throughout her career.
An introvert by nature, Sonya learned early how to stretch herself and become more outgoing. Her first job at age 16 was in a local grocery store where she quickly moved into an administrative assistant role for the district manager, which involved making lengthy phone calls to store managers within the district for ordering.
Sonya joined Buckingham Strategic Wealth in 2023, bringing six years of experience supporting clients at a financial advisory firm. Prior to joining Buckingham, she was the client services manager for Davis Financial Planning, where she was devoted to keeping the office running efficiently. She also has a wealth of experience in administrative and management roles in medical practices and an accounting firm in Asheville, North Carolina.
Sonya lives in Mills River with her husband. She has two adult children and one much-loved grand dog. Sonya has a heart for service, is passionate about volunteering, and is actively involved with an orphanage in Africa.