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Wealth Enthusiast | Office Manager


Sofia is our chief task master. She makes sure that in addition to taking care of and anticipating our clients needs and wants, that we also take care of her and ourselves. Sofia runs a tight ship – she knows exactly when it’s time to take a break for stretching, snacks or lunch, and isn’t shy about showing us her extreme displeasure if we skip our morning walks. She has a voracious appetite, is super curious, fiercely independent, and displays excellent guard dog skills. She is perfectly happy being a 2-person dog and isn’t interested in others.  She doesn’t mind if we share pictures of her with our friends and clients though! ;)


Sofia (meaning: Wisdom) has lived in 4 different States and has led quite an adventurous life in her short 9 years. Having the exact opposite personality of her other Buttercup (Maltese, Shih Tzu, Min Pin) peers, Sofia reminds us that each and every one of us is truly unique.

Some of Sofia's valuable lessons:

  1. Stay Adaptable and Flexible

  2. Having a Plan is important, but plans can also change

  3. Treat others the way they want to be treated

  4. Honor and Accept others for who they are

  5. Trust Yourself, your instincts and intuition above all else

  6. Fight for what you believe in and stand up for yourself

  7. Never give up

  8. Do not expect others to rescue you or to make you happy

  9. You are in charge of your own happiness

  10. Playtime is essential to a Happy, Healthy and Wealthy life

  11. True Love is unconditional

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