The answer begins not with numbers, but with a girl named Lacey. At just 16, Lacey had lost both of her parents—her father to a sudden heart attack, and her mother, unexpectedly, in her sleep. I had been her mother’s accountant, which meant that soon after the funeral, I was the one sitting across the table from Lacey, surrounded by legal documents and financial statements. I knew how to organize
the paperwork—but what she really needed was someone who had helped her parents prepare for the unimaginable. It was the day I realized I wanted to do more than look back at what had already happened I wanted to help people look forward. To be the one who brings clarity in the midst of chaos. That realization is what inspired me to become a Certified Financial Planner and, eventually, to launch my own firm: Sofos Financial Partners. At Sofos, we help people take control of their financial lives—whether that means building wealth, navigating transitions, or simply making sure their family is protected no matter what. We strip away the jargon, help you understand your options, and create a strategy that evolves as life does. Because to me, financial planning isn’t just about spreadsheets. It’s about making sure no one sits at that table unprepared again. We're here to help.
