Ellis Financial Planning

Ellis Financial Planning

Wealth Management with Purpose & Peace of Mind

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Meet Sonia

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Sonia Goforth

Sonia Goforth

Chief Compliance Officer

Sonia brings a deep passion for people and integrity to everything she does. She serves as Chief Compliance Officer with Dinsmore Compliance Services and has more than 27 years of experience in the financial services industry. Her career began as an assistant with a major FINRA broker/dealer and has since grown to include roles as a financial advisor, office manager, and most recently Chief Compliance Officer for a growing Registered Investment Advisor.

Sonia is not only dedicated to her profession but also to giving back. She is a published author and loves using her voice and time to make a difference. In her community, she volunteers by helping raise funds for her local children’s hospital, combining her heart for service with her desire to help others thrive.

Ellis Financial Planning

2681 Townsend Ct.
Clarksville, TN 37043

Call: 931.905.0050
Fax: 931.647.8654

© 2026 Ellis Financial Planning

  • Client Relationship Summary (CRS)
  • Firm Brochure (Form ADV Part 2A)
  • Brochure Supplement – Kathy Ellis, CFP® (Form ADV Part 2B)
  • Brochure Supplement – Eric Ellis (Form ADV Part 2B)
  • Important Disclosures
  • Privacy Notice

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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