Sophie has over six years of financial advisory and investment experience. Prior to joining Meridian, Sophie served as the Northwest Regional Director for Sage Advisory Services, a boutique asset manager in Austin. In that role, she consulted with financial advisors on development, positioning and implementation of customized fixed income investment strategies. Sophie began her career as a Financial Advisor with AXA in Los Angeles, where she specialized in retirement planning and insurance solutions, helping her clients navigate and achieve their financial goals.
Sophie attended Scripps College in Claremont, CA, graduating cum laude with a Bachelor of Arts in Cultural Anthropology and Spanish. She also holds her Certified Fixed Income Practitioner designation.
As an Austin native, Sophie is passionate about supporting her community and she serves as Vice-President of the board of directors for Ten Thousand Villages of Austin. Sophie is also an avid outdoorswoman and can often be found hiking, biking or kayaking around town.