CDFA®, FPS, IPD
“I am passionate about serving women and families in pursuit of pure, wholistic and sustainable financial wellness.”
Sommer is a graduate of the University of Alabama’s Culverhouse College of Commerce and Business Administration with a Bachelor of Science degree in Accounting. She received her Master of Business Administration from Troy University with a concentration in Accounting and is a Certified Public Accountant. Upon graduation, Sommer traveled the country advising internal clients about operational and financial management. However, realizing she wanted to help people live more confident and rewarding lives, she became a financial advisor. In addition to helping her clients, Sommer works with several community organizations to promote financial literacy.
When she’s not serving clients, Sommer can be found spending time with her very supportive husband, Bert, and a very active toddler, Ford.
“My priority is to identify your needs and goals, work with you to achieve those goals and find purpose for your wealth. I follow a two-step process: first to work with each client to make smart financial decisions, and second to educate them so they will have the confidence to take advantage of opportunities going forward.”