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Securities and advisory services offered through FSC Securities Corporation, Member FINRA/SIPC.
Insurance services offered through Wharton Business Group, which is not affiliated with FSC Securities Corporation.
As a Client Service Manager, Sopy is responsible for processing and tracking all new business as well as changes made to existing portfolios. She also assists the service team with daily client relationships and contact, as well as various other client service tasks. In addition to client service, Sopy works with Rob to develop marketing systems and procedures, including: creating, implementing and managing marketing initiatives, coordinating client events and maintaining an online presence via social media.
Sopy was raised in Annville and earned a Bachelors Degree from Millersville University. She currently lives in Lancaster and enjoys traveling and spending time with her family and friends.
Client Services Manager