Somer Rose

Director of Client Relations

As our Director of Client Relations, Somer looks forward to creating a “relationship” with every individual client and is passionate about providing excellent service. She enjoys working with each client and their financial intricacies to provide a smooth, “onboarding” experience tailor made for their specific needs. Somer looks forward to helping the Financial Advisor’s with all their needs and is the consistent “go-to person” for them and their clients.