Support Staff

Sondra Pace headshot

Sondra Pace

Sondra has been with our firm since 2004. She started at Legacy Wealth Management as an administrative assistant, grew into the Director of Operations, and has recently stepped into the role of Paraplanner.

As a Paraplanner, Sondra joins in client meetings, runs projections, builds and maintains investment models, and rebalances portfolios as needed.

In addition, she troubleshoots client service issues, keeps us all compliant with changing regulations, and uses her design skills to maintain our website and the office aesthetics. Sondra obtained her Series 6 Securities License in 2006.

Away from the office, you’re likely to find her spending time with her family and friends, working on a DIY project, or camping and four wheeling in the back country. She never shies away from lending a helping hand and devotes a significant amount of her personal time to those closest to her and to her church.