Impact Investing and Business Operations Expertise for Financial Services Firms
Deepen Client Relationships, Increase Revenues, & Expand Your Network using Impact Investing.
Spend More Time With Clients, Reduce Risk, & Enjoy Your Work by increasing efficiency and implementing systems that support growing firms.
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Sonya Dreizler, former financial services executive and CFP®
Sonya is a former financial services executive with 15 years of experience, most recently as President & CEO of Protected Investors of America, a Broker Dealer and SEC registered Investment Adviser. She started at Protected Investors as an executive assistant in 2004 and took on increasing roles in the firm, eventually becoming the COO, then the President & CEO, and then managed the firm's acquisition in 2016. She is a CERTIFIED FINANCIAL PLANNER professional (CFP®) and holds various industry licenses. For a full bio, click here.