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New Operations Specialist: Maria Mote

  • Lauren Pearson
  • September 13, 2024

We are thrilled to announce that Maria Mote has officially come on as a full time Somerset employee! She completed her MBA at the University of Alabama at Birmingham and is our new Operations Specialist.

She is your point of contact for all scheduling needs and will be helping implement multiple internal projects. Additionally, she will be working on marketing for Somerset. Please don’t hesitate to reach her at maria@somersetadvisory.com for any needs you may have. 

Lauren Pearson, CFP®
Lauren Pearson
Website |  + postsBio ⮌

The most important thing in my life is my family. My husband, Andrew, and our three smart and brave daughters.

  • Lauren Pearson
    https://somersetadvisory.com/blogs/thought-leadership/author/lauren-pearson/
    Sightlines | Somerset Advisory
  • Lauren Pearson
    https://somersetadvisory.com/blogs/thought-leadership/author/lauren-pearson/
    Searching for the Yellow Bicycle: Where Rational Capital Can Still Go to Work
  • Lauren Pearson
    https://somersetadvisory.com/blogs/thought-leadership/author/lauren-pearson/
    Part 2: Through the Mirrors
  • Lauren Pearson
    https://somersetadvisory.com/blogs/thought-leadership/author/lauren-pearson/
    What actually holds a system together

Our team calls Beaufort, Birmingham, and Charlottesville home, yet our work extends far beyond. We walk along families nationwide, in person, and online.

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