As a Financial Advisor at Sommer Investments, I believe that truly effective financial planning starts with understanding what matters most to you. My holistic approach begins with learning your values and then aligning those values and goals with a comprehensive plan that reflects your unique priorities. I don't believe in cookie-cutter solutions – every strategy I develop is built around what you want to achieve and what's important in your life.
Beyond comprehensive planning, I'm passionate about helping people build strong financial foundations through practical money management. Whether you're looking to create a realistic budget, develop a strategy to get out of debt, or improve your credit score, I'm here to guide you through each step with patience and understanding. These fundamentals are often the key to unlocking your broader financial goals.
I earned my Series 7 and Series 66 securities licenses in 2011, and my registrations are currently held with Osaic Wealth, Inc. As a CERTIFIED FINANCIAL PLANNER® professional and Behavioral Financial Advisor™, I bring both technical experience and an understanding of how emotions and psychology impact financial decisions. This combination helps me provide guidance that's not only financially sound but also realistic for how people actually think and behave with money.
When I'm not working with clients, you'll find me deeply engaged in our community through the Regional Saint Charles County Chamber of Commerce and Little Black Book, always making time to provide a listening ear to friends and strangers alike. I've been happily married to Spencer since 2014, and we have two wonderful daughters who keep us busy and laughing. In my free time, I love exploring my creativity and enjoying family game nights with board games and card games – there's nothing quite like the joy of friendly competition around our kitchen table!