
Lauren Pearson named 2025 Forbes Best-in-State Wealth Advisor
We are proud to announce that Lauren was named one of the 2025 Forbes Best-in-State Wealth Advisors! Congratulations on this
We are proud to announce that Lauren was named one of the 2025 Forbes Best-in-State Wealth Advisors! Congratulations on this
In the earliest years of my career, I learned one of the most important lessons in investing: volatility isn’t the
Earlier this week, we explored the idea that the market may be entering a kind of hall of mirrors—where stories,
The investment world has always been shaped by stories—what we believe about value, growth, risk, and opportunity. As I’ve shared
Every now and then, the market acts like it knows a secret. For about two decades—starting in the mid-1990s—there was
Ellen has worked so hard studying and serving Somerset clients, and it’s paid off…Ellen officially obtained her CERTIFIED FINANCIAL PLANNER(TM)
Lauren reflects on her early days as a financial adviser, starting her career in September 2007 — just before the
Lauren shares her journey through the job market, highlighting the power of self-advocacy and confident negotiation. After spending two years
We’re thrilled to introduce Tyler Ouimette, Somerset’s newest Assistant Operations Specialist. Tyler is working out of the Beaufort office and
Lauren shares a pivotal lesson from her early career, inspired by a boss who embodied financial prudence and delayed gratification.