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. 

Work with Sonya Dreizler, former financial services executive and CFP® 

Sonya is a former financial services executive with 15 years of experience, including 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.

Download the "Four Hurdles to Adopting Impact Investing" 

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Meet Me Online at my Virtual Office Hours

Office hours are free, have no agenda, and do not require an appointment. Just show up. It might be just me and you or you might meet new friends.

Introduce yourself.
Tell me your thoughts.
Ask me questions about impact investing, business operations, women in finance, or what my favorite vegetable is.

Every Friday 1:00-2:00 PM Pacific Time
Login here for video chat. For voice only, call  (563) 999-2090, Access Code 549978