About Sophia
Sophia’s strong organizational skills and passion for helping others are evident as she supports our wealth advisors. She manages a wide range of tasks that enhance the client experience, including processing paperwork, handling cashiering requests, and ensuring all documentation is accurate and completed in a timely manner. Her attention to detail and commitment to precision help ensure that client needs are met efficiently and professionally.
Sophia Joe joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). She began her career as an SWP intern in 2024 and then joined the firm. As a former college athlete, Sophia deeply values strong team dynamics, something she has found at Focus Partners through its culture of open communication, collaboration, and shared commitment to client success.
Outside the office, Sophia enjoys exercising, watching sports, listening to country music, and spending time with friends and family. New to the Chicago area, she’s excited to explore the city’s food scene and discover all the restaurants it has to offer.
Education and Professional Milestones
-Lake Forest College – bachelor’s degree in economics with a concentration in finance
Sophia’s strong organizational skills and passion for helping others are evident as she supports our wealth advisors. She manages a wide range of tasks that enhance the client experience, including processing paperwork, handling cashiering requests, and ensuring all documentation is accurate and completed in a timely manner. Her attention to detail and commitment to precision help ensure that client needs are met efficiently and professionally.
Sophia Joe joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). She began her career as an SWP intern in 2024 and then joined the firm. As a former college athlete, Sophia deeply values strong team dynamics, something she has found at Focus Partners through its culture of open communication, collaboration, and shared commitment to client success.
Outside the office, Sophia enjoys exercising, watching sports, listening to country music, and spending time with friends and family. New to the Chicago area, she’s excited to explore the city’s food scene and discover all the restaurants it has to offer.
Education and Professional Milestones
-Lake Forest College – bachelor’s degree in economics with a concentration in finance