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 Cum Laude 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, Top Wealth Manager in Bloomberg, Businessweek, Fortune and Entrepreneur publications as well as Five Star Wealth Manager in Texas Monthly.
Sonja lives in Dallas and enjoys golf, skiing, exercise, and travel.