Client Services

Sonny supports The Wealth Office^® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2024, he worked as an Operations Specialist at Ameriprise Financial. Sonny received a Bachelor of Science in Finance from DePaul University. In his free time, he enjoys biking, exercising, travel, baking and finding new restaurants in the city with his girlfriend.

Nancy supports The Wealth Office^® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2024, she worked as a Client Service Associate at Oppenheimer & Co. Inc. Nancy received a Bachelor of Science degree from the University of Connecticut School of Business. In her free time, Nancy can be found skiing, boating, working out and reading.  

Tony is responsible for supporting the operations of the firm’s Institutional OCIO/Discretionary Practice in the areas of account administration, client servicing, trading and ad-hoc consulting projects. Prior to joining the firm in 2024, Tony worked as a Private Client Banker at JPMorgan Chase and as a Regional Client Service Manager at Edelman Financial Engines. He earned a bachelor’s degree in business management from the Elmhurst University and earned his CRPC^® (Chartered Retirement Planning Counselor) designation from the College of Financial Planning. In his free time, Tony enjoys long distance running and spending time with his fiancé and two sons.

Andrew leads all financial wellness initiatives for the firm, including overseeing the education platform and providing one-on-one financial coaching and delivering group workshops to retirement plan participants. Prior to joining Fiducient, he was the Executive Director, Head of Financial Wellness Corporate Engagement and Global Strategy for Morgan Stanley. Andrew also served as Senior Vice President, Strategy and Financial Wellness for KeyCorp/KeyBank and Senior Vice President, Financial Wellness and Business Development for Morningstar Inc. He earned his BCA and BSc degrees from Victoria University of Wellington, New Zealand and his MBA in Finance from Massey University, New Zealand. Andrew currently serves on the Paperwork Strategic Advisory Board, TGS Financial System Strategic Advisory Board, Money Mammals Advisory Board, National Financial Educators Council Massachusetts Advisory Board, and is a Board and Committee Member for the National Capital Region Wounded Run. He volunteers with the Victoria University of Wellington Alumni as Mentors Program and Invest It through the SIMFA Foundation.

Andrew is a best-selling, international personal finance author and experienced speaker. As a testament to his success, the New York Times named him one of the five leaders championing the Financial Wellness at Work Movement in the U.S. in 2020. In his free time, he enjoys family time with his wife, three daughters and two dogs, reading and writing, karate, playing guitar and, if time permits, traveling.

Samia is responsible for supporting the operations of the firm’s Institutional OCIO Discretionary Practice in the areas of account administration, client servicing, trading and ad-hoc consulting projects. Prior to joining the firm in 2023, Samia was an Associate Banker at JP Morgan Chase. She graduated with a B.A. from The University of Illinois at Chicago. In her spare time, Samia enjoys cycling, reading and crystal art.

Jack supports The Wealth Office^® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2023, he worked as a Client Service Analyst with Gresham Partners. Jack earned a BA in Economics from the University of Wisconsin-Madison. In his free time, he enjoys traveling, playing golf, cheering on Wisconsin sports teams and cooking gourmet meals.