Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Sonji Rollins Tucker
Owner/President
sonji.tucker@srtwealthdesign.com
Sonji Rollins Tucker is the esteemed owner and lead advisor at SRT Wealth Design Group, LLC. With over 24 years of experience, she has dedicated her career to empowering individuals and families to achieve financial success. Her commitment extends beyond mere numbers; she strives to provide clarity, peace of mind, and genuine financial freedom.
As a community advocate, Sonji actively serves on several prominent non-profit organizations, including the National Coalition of 100 Black Women, City of Richmond Financial Empowerment Board, City of Richmond Office of Minority Business Development, The African American CEO Roundtable, and Richmond Heritage Federal Credit Union. Her past role as co-chair Treasurer of the Virginia Workforce Board underscores her unwavering dedication to community service.
At SRT Wealth Design Group, we offer a comprehensive suite of services tailored to our clients’ unique needs. Our expertise spans financial planning, wealth management, workplace financial wellness programs, educational seminars, estate planning, business evaluations, and tax planning strategies. Our fee-based approach ensures personalized solutions for every client.
Sonji, a proud grandmother of two and devoted wife, is deeply committed to community enrichment through financial education and strategic planning. She is the financial advisor you can trust to elevate both your business and your life.