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.

Meet Our Team

Adam Sommers
Adam Sommers Founder & Fiduciary
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, is a teacher for the Catalina Foothills School District in northern Tucson. 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
Joyce PereiraSt. Helens Branch Manager
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 Licensed Advisor and Branch Manager at Sommers Financial Management.

Misty Chatterley
Misty Chatterley Bookkeeper & Payroll Specialist
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 recently returned to school at Portland Community College to earn 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 St. Helens as a child and 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.