Sopko serves clients in Sisters
Last updated 1/2/2024 at 3:08pm
Renee Sopko joined the Crux Wealth Advisors team in 2021 as a wealth advisor.
According to Crux, Sopko has a critical role on the team and takes a comprehensive approach when working with her clients.
“Renee’s friendly demeanor, attention to detail, and desire to see her clients’ goals achieved are apparent through the commitment and dedication she has for her clients and career,” Crux stated. “She has the distinct ability to take complex financial circumstances and break them into comprehendible, handcrafted investment strategies that are well defined with clear timelines, actions, and desired outcomes. By actively engaging with her clients, she ensures that they remain on track with their goals.”
It’s not by chance that Sopko finds herself working in the wealth management industry. She has always been interested in investing in stocks due to their ever-evolving nature, which must be constantly evaluated. She also has a passion for connecting with and helping others. Her drive to provide excellent customer service combined with assessing multifaceted financial scenarios is where she thrives.
Before joining Crux Wealth Advisors, Sopko gained extensive experience as a wealth advisor and vice president with Merrill Lynch in the Portland and Spokane, Washington offices from 1997 to 2021. Sopko graduated from Lewis & Clark College with a bachelor’s degree in psychology and earned her MBA from the University of Portland.
“I live in Black Butte Ranch,” Sopko says, “which I find to be an exquisitely picturesque location replete with magnificent horses, towering ponderosa pines, and snow-capped mountains. I make it a daily routine to venture outdoors for a rejuvenating walk amidst the stunning natural surroundings.
“Currently, I am investing my time in cultivating good health, which includes adopting a plant-based dietary regimen and honing my culinary skills. Additionally, I find great delight in taking long nature trail walks daily.”