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 is our Licensed Administrative Assistant which includes getting paperwork ready for clients, following up on service issues, and place trades on client accounts. Anna has obtained her Series 7 and Series 66 securities...
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...