Meet the Team

Founded in 1995 as a family-run firm, Sommer Investments LLC has spent over 30 years walking alongside families through life's biggest financial moments. We give our clients clarity and confidence because we are on their team, supporting them in reaching their goals.

At the heart of our practice are Susan, Anna, and Deanna—a dedicated team that blends deep financial expertise with a genuine passion for helping people. While the financial landscape has evolved significantly since our doors first opened, our core philosophy remains entirely unchanged: we treat every client like an extension of our own family. Together, Susan, Anna, and Deanna combine their unique strengths to build comprehensive, personalized strategies, ensuring that no detail is overlooked and every question is answered with care.

Whether you are planning for a comfortable retirement, navigating a major life transition, or building a legacy for the next generation, we are here to handle the heavy lifting. We believe that true financial peace of mind comes from knowing you have a trusted, lifelong partner in your corner. Let our family help yours navigate the path forward.