Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Carey Somerville, Ameriprise Circle of Success, 2007 - 2008; 2017 - 2024
  • Carey Somerville, Forbes Best-in-State Women Wealth Advisors, 2025