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We aim to delight our clients every day.

We plan to add value to your life by helping you build wealth - in order to reach your financial goals.


Mission
It is our objective to develop long-term relationships with our clients by providing reasonably priced, personalized wealth management. As an Independent, Fee-Only Registered Investment Advisor, we derive no income from the sale of investment products. The only revenue we receive comes directly from our clients. We take pride in our independence and have no conflicts of interest.


Adam Sommers - 2002 Photo
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Adam Sommers - 2002

Founder & Chief Investment Strategist

adam@sommersfinancial.com


ADVISORY FOCUS:

  • Retirees / Pre-Retirees (age 55+)
  • Business Owners
  • Real Estate Investors
  • Clients ages 18-55 that are on Step 5 of our "4 Simple Steps to Financial Success"

LEADERSHIP

Adam Sommers has been investing on behalf of clients since 1996. As the founder of Sommers Financial, Adam’s goal was — and remains today — to manage investments responsibly and with integrity, for the benefit of each client.

EDUCATION

Adam has taken classes toward a Master’s of Science degree in Personal Financial Planning and Financial Analysis, including studying the body of knowledge necessary to obtain the certification of Certified Financial Planner (CFP), as well as some classes toward the Chartered Financial Analyst (CFA) designation. Before his studies at the College for Financial Planning, he graduated magna cum laude from Lewis & Clark College in Portland, Oregon, with a bachelor’s degree in business and a focus on financial analysis and personal finance. Adam maintains that the most valuable learning tools — besides experience earned each year in this business — are the books on his shelves. He is an avid student of investment leaders including Warren Buffett, Howard Marks, John Bogle, and Benjamin Graham.

COMMUNITY

Adam was born and raised in South Columbia County, Oregon, and splits his time between Tucson, Arizona and St. Helens, Oregon. Adam’s wife, Teresa, was a public school teacher for 20 years in both Oregon and Arizona. They have two daughters, Alexa and Adelyn. Together, they enjoy canoeing, tennis, hiking mountain trails, swimming and watching basketball, while taking advantage of the best seasons of Oregon & Arizona.


Joyce Pereira - 2009 Photo
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Joyce Pereira - 2009

Lead Advisor & Scappoose Branch Manager

Joyce@sommersfinancial.com


Advisory focus

  • Retirees / Pre-Retirees (age 55+)
  • Clients ages 18-55 that are on Step 4 of our "4 Simple Steps to Financial Success"
  • Clients contributing to their Roth IRAs
  • Oregon PERS members

LEADERSHIP

Joyce Pereira has been involved in various community and civic groups. She formerly served on the City of St. Helens Tourism Advisory Board, and is currently President for the Women of Wall Street (WOWS) investment club, as well as Treasurer for the Columbia County GOP. She is also an active member of Warren Baptist Church, where she serves as a Sunday School teacher.

EDUCATION

Joyce graduated with honors from Libby Sr. High School in Montana and went on to complete two years at the University of Montana. After being selected for the National Student Exchange program, and attending a year at Oregon State University, Joyce transferred to OSU for her final year, and graduated with a bachelor’s degree in business. She completed her Series 65 license to become an Investment Advisor Representative in March 2009.

COMMUNITY

Joyce grew up in Northwest Montana, but was never fond of the long and cold winters. She met her husband, David, in Colorado and they both welcomed the chance to leave the big city of Denver and return to Oregon in 2002. They have enjoyed being able to live and work in the St. Helens area, where David serves as an associate pastor. Joyce completed the Master Gardener certification program and previously worked with a local quilting group, serving the needs of the community. After several jobs with the St. Helens School District, she finds herself enjoying the challenges of being a Lead Advisor and Branch Manager at Sommers Financial Management.

Misty Chatterley - 2014 Photo
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Misty Chatterley - 2014

St. Helens Office Manager & Business Services Specialist

accounting@SOMMERSFINANCIAL.COM


LEADERSHIP

Misty Chatterley has been involved in various community groups. Most  recently, Misty was the bookkeeper for Cub Scout Pack 250 in St. Helens,  as well as the Activity Coordinator and Fundraising Chair. She was a  Girl Scout Co-Leader from 2007-2013, and has been an active volunteer  for St. Helens Little League and St. Helens Girls Softball in the past.

EDUCATION

Misty graduated from Roosevelt High School in Portland, Oregon and went  on to work for attorneys in downtown Portland and Clatskanie. Misty  graduated from Portland Community College after earning her  AAS Degree in Accounting.

COMMUNITY

Misty was born and raised in Portland, Oregon, but also lived in St.  Helens for a short time as a child. Misty met her husband John in high  school, and they were married in 2001. Misty loved Columbia County as a child, so they decided to move back to raise their family here. They have  two children, Hailey and Zachary. They enjoy going to the beach,  camping, exploring Oregon and spending time with family.

Vivian Rupe - 2019 Photo
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Vivian Rupe - 2019

Client Relationship Manager

vivian@sommersfinancial.com


LEADERSHIP

Vivian Rupe has been involved in various community groups over the past  15 years. Currently, Vivian is the Service Project Coordinator for  American Heritage Girls. One of her passions is to help meet the needs  in her community; therefore, she works closely with many community  organizations and coordinates projects in which her two children can  serve. Vivian also helps with the planning of events for the local AHG  troop. She formerly served as treasurer on the Columbia County Christian  School Board.

EDUCATION

Vivian graduated from Elk Grove Village High School in Illinois. She  moved to Oregon, and graduated with honors from Heald College in  Portland, earning her AAS Degree in Business Administration. Vivian is currently studying the material for her Series 65 license to become an Investment  Advisor Representative. She plans to continue her education while working at SFM, aiming to complete her bachelor’s degree, followed by earning the Certified Financial Planner (CFP) professional designation.

COMMUNITY

Vivian met her husband Derek in Hillsboro, Oregon and has been married  since 2003. Derek has traveled the world while working in the  semiconductor industry, and served in the National Guard at the St  Helens Armory. Both he and Vivian fell in love with the St. Helens  community, purchasing a home in St Helens where they raise their two  daughters, Sophia and Isabelle. Vivian recently worked for a petroleum  products terminal, where she performed inventory control, balancing,  agency reporting, drill planning, and budgeting. With the opportunity to  work locally in 2019, she jumped at the chance to challenge herself to  learn more about financial planning and investments, and looks forward  to helping clients reach their goals.