Sophie joined Burt Wealth Advisors in early 2020. She grew up in France. She received a bachelor’s degree in international business from the Toulouse Business School. She also obtained a Master of Business Administration in finance from Georgia State University. She held various positions in international corporate and infrastructure finance as an Associate and Vice President for JP Morgan Chase & Co. in Europe (Paris and London).

Sophie has developed a second career as a financial planner over the last six years. She completed her CFP® education and passed the CFP® Exam in 2017. Prior to joining Burt Wealth Advisors, Sophie worked as a Financial Planning Associate for Obsidian Planning Solutions, an independent financial planning firm based in Rockville, MD, for over four years. She successfully supported the financial planning needs of families and small business owners. Her responsibilities included preparing comprehensive financial plans for many of the firm’s new clients. Those often involved complex personal and business issues related to business owners’ exit planning strategies. She is a member of the Financial Planning Association and a recent graduate of its residency training program.

Sophie and her husband have three young adult children. They have lived in Bethesda, MD since 1999 except for three years overseas in Hong Kong. Sophie enjoys dragon boat racing and volunteering for the Financial Stability Network providing pro bono tax preparation and financial mentoring to low to moderate income families.