Sofia Wheeler

Administrative Assistant

Sofia Wheeler

Sofia joined Surience Private Wealth in 2024 and supports the firm’s daily operations while coordinating social media and marketing initiatives. She is known for her reliability, strong work ethic, and positive attitude, and plays an important role in keeping both internal operations and external communications running smoothly.

Outside of work, Sofia enjoys spending time with her husband, children, and dogs. She loves the outdoors, especially the mountains, and enjoys fishing, camping, skiing, and traveling with her family.

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(509) 853-1597

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The Surience advantage.

An incredible partner

”He has been an incredible partner in my financial planning and he has made it possible to reach my goals. He listens, understands what matters most to me, and provides thoughtful, customized advice. With Armand and Surience Private Wealth team, I feel supported, informed, and genuinely cared for.”

*Maria D is a client of Surience Private Wealth and is not being compensated for sharing their opinion and experience with our firm.  Any compensation creates a conflict of interest and Maria's comments may not be representative of any other person's experience with the firm.

– Maria D

Best interests in mind

”Surience has been a great team, always trying to accommodate my changing goals and make adjustments when needed, keeping my best interests always in the forefront of their decisions and investment tactics, using the most current and updated tech to achieve all our goals. Its a relationship that's working well for me.”

*Beverly H is a client of Surience Private Wealth and is not being compensated for sharing their opinion and experience with our firm.  Any compensation creates a conflict of interest and Beverly's comments may not be representative of any other person's experience with the firm.

– Beverly H

Consistently Impressed

”I’m consistently impressed with Armand and the Surience Private Wealth team. Their thoughtful guidance and clear commitment to my financial wellbeing make me feel secure and supported.”

*Troy F is a client of Surience Private Wealth and is not being compensated for sharing their opinion and experience with our firm.  Any compensation creates a conflict of interest and Troy's comments may not be representative of any other person's experience with the firm.

– Troy F

Proactive communication

”Working with the Surience team has been one of the best financial decisions I've made. Their guidance is clear, strategic, and always tailored to my goals. They communicate proactively, explain concepts in a way that's easy to understand, and consistently deliver results that make me feel confident about my financial future. I truly trust their expertise and appreciate the genuine care they bring to every interaction. Highly recommended.”

*Gabe R is a client of Surience Private Wealth and is not being compensated for sharing their opinion and experience with our firm.  Any compensation creates a conflict of interest and Gabe's comments may not be representative of any other person's experience with the firm.

– Gabe R