Broker Check
Sonya Costner

Sonya Costner

Client Manager/Administrative Assistant

Sonya has been an active Administrative Assistant and Coordinator for 20 + years. Focusing on Coordination of anything, from office furniture to chemicals and everything in between. Her attention to detail is second to none. In her current role, Sonya supports the advisor’s and Insurance planners in both the California and Ohio offices. Sonya looks after coordinating special projects and managing our client’s needs. In her world, staying organized with 3 children and 3 grandchildren is a must. She is excited to support this amazing team and looks forward to meeting you.