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

Lead Planner & Chief Investment Strategist

adam@sommersfinancial.com

ADVISORY FOCUS:

Business Owners
Real Estate Investors
Clients not eligible to make direct Roth IRA contributions (AGI above $200,000)
Retirees ($250,000 minimum)
Pre-Retirees (age 55+)
Clients ages 18-55 that have reached "Step 5" of our "Four 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 the Pacific Northwest. 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

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 inclined toward charitable giving
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.

Read Bio

Denice Shipman - 2022

Client Service Manager

SERVICE@sommersfinancial.com

I grew up in the Pacific Northwest appreciating the natural beauty of the forest, mountains, and coast. I love being outdoors in my garden or yard, hiking, camping and paddleboarding on the Columbia River.

I was blessed to be a stay-at-home mom with my four children. I enjoyed volunteering at their schools, supporting them in Girl Scouts and cheering for them in soccer, baseball, softball and wrestling.

While my kids were growing, I served for eight years as the assimilation secretary and four years as the financial secretary at the church we attended.

I joined the Sommers Financial team in June 2022. It has been a great opportunity to work and learn in an encouraging environment with caring co-workers and clients.

Blaine Butcher - 2020

CERTIFIED FINANCIAL PLANNER™

ADVISORY FOCUS

Retirees / Pre-Retirees (age 55+)
Clients ages 18-55 that are on Steps 1 through 4 of our "4 Simple Steps to Financial Success"
Clients contributing to their Roth IRAs
401(k) Rollovers
Business Owners

LEADERSHIP

Blaine Butcher participated in the Columbia Emergency Planning Association (CEPA) for several years. He has led youth work teams to locations in Oregon and in Mexico. He coaches St. Helens Little League Baseball. He is an active member of Branches Church in Scappoose, where he sometimes speaks on Sunday mornings. Blaine and his family spent four years living in France helping to build a church/community center in the Paris suburbs.

EDUCATION

Blaine graduated from Stanfield High School in eastern Oregon. He earned his bachelor’s degree from Multnomah University in Portland, Oregon. He has two master’s degrees, an MBA from Marylhurst University, Marylhurst, Oregon and a Th.M from Dallas Theological Seminary, Dallas, Texas. He is a member of the Sigma Beta Delta International Honor Society for Business, Management and Administration. He holds Series 7, Series 66, and SIE licenses. He also earned the CFP® marks in 2022, becoming a CERTIFIED FINANCIAL PLANNER™.

COMMUNITY

Blaine has five generations of history in Columbia County, Oregon. His great grandfather, Herman Colt, made butter and delivered milk via horse and carriage from the Saint Helens Creamery (long discontinued). His grandfather, Bill Colt, was in the first class at the John Gumm School (now known as the Old School) in Saint Helens, Oregon. His mother, Martie, taught for many years at McBride Elementary and his father, Fred, was the senior pastor at Yankton Baptist Church (now known as Yankton Community Fellowship). Blaine’s children attended Lewis and Clark Elementary School. Blaine formerly worked at the Boise Paper Mill as a communications/executive assistant, a youth pastor at Yankton Baptist, and while earning his MBA he substituted in the Scappoose, Saint Helens, Rainier, and Clatskanie school districts. Blaine, his wife, Abigail, and their children live in St. Helens, Oregon.