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 is the founding partner and Managing Director of Somerset Advisory, an independent wealth management firm built to serve the complex needs of multigenerational families, entrepreneurs, and executives.