Sonja brings over 20 years of investment experience to The Wealth Consulting Group. She has experience in almost every aspect of the financial services industry. She is primarily responsible for the firm’s regulatory compliance, striving to ensure compliance with complex state and federal regulatory securities law. She holds FINRA Series 7, 66, 53, 24, and 4 licenses. Sonja attained her bachelor’s degree from Arizona State University.
Sonja is proud to be a part of a thriving firm that supports its financial advisers at the highest level. In turn, our advisers support what is most important, our clients.
In her personal life, Sonja is the mom of four sons and enjoys spending time with her family, close friends, and her parents. She enjoys music, dance, and fitness.
Series 4, 7, 53 and 24 securities registrations held through LPL Financial. Series 66 held through LPL Financial and WCG Wealth Advisors.