Our Team
Susan Sommer, CFS®, CFP®
Financial Advisor
Susan Sommer is a Certified Fund Specialist and a CERTIFIED FINANCIAL PLANNER ™ practitioner. She has been in the securities industry since 1991 and opened her own firm in 1995. Susan has her series 6, 63, 7 and 24 securities...
Anna Meurer, MBA, CFP®, BFA™
Financial Advisor
Anna Meurer is another financial advisor in our office. Anna has obtained her Series 7 and Series 66 securities, she is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained her Behavioral Financial Advisor (BFA™)...
Deanna Beckmann
Administrative Assistant
Deanna Beckmann joined Sommer Investments in the spring of 2012 to support the administration of the office duties of scanning, uploading, and expediting other office organizational needs. She has a head for numbers, an inclination...