Sonji Rollins Tucker

Sonji Rollins Tucker is the owner and lead advisor of SRT Wealth Design Group, LLC. With over 24 years of financial planning, retirement solutions and money management experience, Sonji has a passion for understanding the complex language of finance and helping people clarity, and peace of mind. Sonji holds a Bachelor of Science in Finance and is a dually licensed fiduciary holding her Series 63/66 advisory licenses as well as Life and Health Insurance licenses. Sonji provides financial literacy assistance to Richmond Heritage Federal Credit Union and is the past co-chair Treasurer of the Virginia Workforce Board. SRT Wealth Design Group has a mission to help individuals and families make informed decisions about their money and achieve their financial goals. By providing education and assessing your unique financial situation and objectives we can develop a tailored plan that maximizes your potential for growth while minimizing your risk. With our expertise and ongoing support, you can gain confidence in your financial choices and work towards a secure and prosperous future. We strive to be your financial partner on your financial journey.