People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Sarah Soptic

Office Administrator and Client Service

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Sarah joined The Colony Group in 2017 as Client Service and Office Administrator.  She is responsible for providing the team with a broad range of client service and operational support.  Prior to joining The Colony Group, Sarah worked in the medical legal field. She has in depth experience in many aspects of office operations as well as client services.

Sarah enjoys volunteering for The Boy Scouts of America. In her spare time she enjoys traveling, gardening and spending time with her son.