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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Asheville

Sonya Spake

Client Service Specialist

111 Central Ave
Asheville, NC 28801

Sonya Spake
Sonya Spake

About Sonya

Sonya provides support to clients and advisors 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.

Sonya lives in Mills River, North Carolina, with her husband. She has two adult children and one much-loved granddog. Sonya has a heart for service, is passionate about volunteering, and is actively involved with an orphanage in Africa.

Professional Milestones

-Has also held a financial services role for Davis Financial Planning

-Has a wealth of experience in administrative and management roles in medical practices and an accounting firm in Asheville, North Carolina

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