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Operations Manager

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Sonya Spagnola has always had a passion for the finance industry. At WealthPlan Advisors, she supports our team of investment consultants through managing, gathering and analyzing client data and helping to prepare preliminary financial plans and other client deliverables for client reviews. She enjoys learning new things from the experienced consultants as she assists them with any task they need. Sonya is currently diving into the world of compliance to help WealthPlan Advisors build a strong compliance program. When not preparing for client meetings, she is busy learning everything she can about compliance regulations. Sonya received her Bachelor of Science Degree in Communication from Arizona State University. She is a proud native of Arizona.

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