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Sophie Wagner

Sophie Wagner

Financial Associate

Sophie joined Northstar Wealth Management in 2021 as a Financial Associate after earning her Bachelors in Finance from The University of Tulsa. She worked as an analyst and served as the Performance and Risk Chair for TU’s Student Investment Fund during her final semester. The Student Investment fund was set up to provide funding for the Collins College of Business and scholarships for worthy students. 

As a Financial Associate, Sophie will be responsible for assisting our financial professionals as they help our clients achieve their short, intermediate and long-term financial goals in the most efficient manner possible. She will also be working closely with our Retirement Plan clients to make sure that their employees are given the education, tools and resources needed to create achievable retirement goals.

Sophie and her husband Brody are members of Guts Church in Tulsa. They enjoy traveling, hiking, and becoming stronger in the CrossFit community.