In 2007, Rosenthal Wealth Management Group recruited Sonja Harris while she was attending the College of William and Mary. After she completed her double major in psychology and sociology, she turned her focus to financial services and became a full-time member of our team. She is a financial professional with a focus on helping clients achieve their investment and retirement objectives. Sonja is currently working on her CERTIFIED FINANCIAL PLANNER™ certification. In addition, Larry Rosenthal and the RWMG team are her mentors on advanced financial planning techniques. Along with taking care of her own clients, she is responsible for many regular reviews and client servicing for senior members of the team. She looks forward to providing guidance to clients and their family members for years to come, so they can accomplish their financial goals.
A Pennsylvania native, Sonja moved to Virginia in 1996 and currently resides in Gainesville with her wonderful husband, Shaun, and their daughter, Avery.