When you sit down with Sonja you will immediately feel at ease. Her genuineness and flare for relaying the most difficult of concepts into workable and understandable plans will give you confidence. Her passion for working with people and helping them achieve their lifetime goals and dreams is infectious. She takes the trust her clients place in her very seriously and has a strong desire to use her experience and knowledge to help others.

Sonja founded Fortune Wealth Management, LLC in 2011 after having served as President and co-owner of Fortune Financial Services, LLC from 1990 to 2011. Sonja has been in the financial services industry since 1981. She received her Chartered Financial Consultant designation in 1986. Sonja is a member of the Dallas-Ft. Worth Chapter of the Financial Planning Association. She served on and was President of the Walnut Street Securities Inc. advisory board during her time as an advisor there. Sonja’s college activities included membership in the Kappa Delta sorority and serving as a little sister for the Sigma Alpha Epsilon fraternity. After attending Middle Tennessee State University two years, she earned her Bachelor's Degree, graduating with Honors from the University of Tennessee at Memphis.

Over the years Sonja has been recognized with many business and industry accolades including inclusion in the National Registry of Who’s Who[1], one of “The Best Wealth Managers in Dallas” in each of several years in D Magazine[2], Top Wealth Manager in Fortune, Entrepreneur, Bloomberg[3], publications as well as several inclusions as a “Five Star Wealth Manager” in Texas Monthly[4].

[1] This recognition is by invitation only and has results “from being published in a trade journal, newspaper, or magazine. Candidates are also brought to our attention by giving or attending lectures and seminars. In addition, Who’s Who accepts referrals from existing members”.

[2] We asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95% client retention rate over the last two years; and no current disciplinary action. Additionally, all firms (or teams, should the team be applying as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline. They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. Out of the 44 that applied, 24 firms and teams were selected.

[3] Fortune, Entrepreneur and Bloomberg are featuring the same opportunity. The criteria is firms or advisors in the area that are a good fit for their readership, i.e. high net worth individuals. The list is limited to four per geographic area.

[4] “Award candidates” must satisfy the following 10 objective eligibility and evaluation criteria: Eligibility Criteria Required 1) Credentialed as an investment advisory representative or a registered investment advisor 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years 3) Favorable regulatory and complaint history review 4) Fulfilled their firm review based on internal firm standards 5) Accepting new clients. Evaluation Criteria Considered 6) One-year client retention rate 7) Five-year client retention rate 8) Non-institutional discretionary and/or non-discretionary client assets administered 9) Number of client households served 10) Education and professional designations.