Sondra Leyes

Sondra Leyes serves as Director of Operations and Insurance Coordinator, where she oversees the firm’s operational processes and ensures a seamless experience for both current and prospective clients. She plays a central role in coordinating client service, managing workflows, and supporting the integration of insurance solutions within the broader financial planning process. Working closely with leadership and advisors, Sondra helps drive efficiency, consistency, and a high standard of service across the organization.

With over a decade of experience in financial services, Sondra is dedicated to building strong client relationships and ensuring every interaction is handled with professionalism and attention to detail. She earned her degree in Communications and Sociology from Concordia College.

Outside of work, she enjoys spending time with her husband and daughter and hosting family and friends.