Trading and Research Assiant
Sonja joined Wealth Consulting Group with over 15 years of experience. She acquired her experience with LPL Financial & Wells Fargo Institutional Brokerage & Sales in Phoenix, Arizona and Las Vegas, Nevada.
While with Wells Fargo Brokerage, Sonja helped the corporate banking clients with developing investment policies, and tailoring conservative custom portfolios for companies to maximize their operating capital. Her areas of expertise include fixed income products, equity products, research analysis, and trading. She has a broad spectrum of knowledge of financial markets, economics and investments.
At WCG, Sonja’s specifically helps all advisors and team members in the areas of Trading, Investment Analysis, and Compliance. Sonja takes pride in striving to provide impeccable service, expertise and integrity.
On the personal side, Sonja was born and raised in Phoenix, Arizona, and has family roots in North Dakota, loves country music & dancing. She and her husband Tom have four young sons; she enjoys spending time with her family most of all, including outdoor fun, vacations, and fitness.
Sonja attained her Series 7 and Series 66 registrations in 2001. She attained her Series 24 in 2016. She holds her Series 7 and 24 with LPL Financial and Series 66 with LPL Financial and WCG Wealth Advisors. She has a Bachelor’s Degree in Business from Arizona State University.
Sonja is a registered representative with LPL Financial.