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Sophia White

Sophia White

Founding Partner, Wealth Advisor

Sophia is a Greeley native and began her career in the financial services industry in 2007 when she joined her father, Steve Waechter, to continue to build the financial planning practice he began in 1980. In 2002 she graduated from Greeley Central High School and then
completed her B.S. from the University of Northern Colorado in 2005.

Sophia is passionate about helping people live their best lives through collaborative financial planning and financial education. Growing up around the investment industry, Sophia has a unique perspective in finding solutions that support people in pursuing their unique goals. She feels the most rewarding and challenging thing in creating a financial plan is figuring out what intrinsically motivates a person and their internal definition of success.

Outside of financial planning, Sophia is passionate about spending time with friends and family outdoors. She has a young son who keeps her on the go. One of her favorite things to do is having a low-key backyard BBQ, either at her home or at a friend or family home, where the kids can play and everyone can take a breath.