Somerset Wealth Strategies logo

Somerset Wealth Strategies Employee Directory

Financial ServicesOregon, United States11-50 Employees

Somerset Wealth Strategies has about 11 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. Somerset Wealth Strategies's workforce spans 4 departments. Somerset Wealth Strategies's workforce grew 22% between January 2026 and November 2026.

Find Somerset Wealth Strategies employees' phone numbers or email addresses

Somerset Wealth Strategies Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Somerset Wealth Strategies's Leadership

  • Ceo & Founder at Somerset Wealth Strategies
    T. H.
    Ceo & Founder
  • Ceo And Founder at Somerset Wealth Strategies
    T. H.
    Ceo And Founder
  • President Cfp at Somerset Wealth Strategies
    A. T. M.
    President Cfp
  • Executive Assistant To Ceo & Assistant Office Manager at Somerset Wealth Strategies
    M. O.
    Executive Assistant To Ceo & Assistant Office Manager
  • Senior Vice President at Somerset Wealth Strategies
    S. B.
    Senior Vice President
  • Executive Assistant And Office Manager at Somerset Wealth Strategies
    K. O.
    Executive Assistant And Office Manager
  • Operations Manager at Somerset Wealth Strategies
    M. S.
    Operations Manager
  • Financial Advisor at Somerset Wealth Strategies
    B. H.
    Financial Advisor

Somerset Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Branding
  • Other
  • Community & Social Services

Banking is the largest department at 44% of profiles with a known department, down from 50% in January 2026, followed by Business (33%, down from 38%) and Branding (11%, down from 13%).

Contact profiles from Somerset Wealth Strategies

Name
Title
Contact
Location
Last Update
  • Ceo & Founder at Somerset Wealth Strategies
    T. H.
    Ceo & Founder
    United States, Oregon
    Jun 25, 2026
  • President Cfp at Somerset Wealth Strategies
    A. T. M.
    President Cfp
    United States, Oregon
    Sep 08, 2025
  • Executive Assistant To Ceo & Assistant Office Manager at Somerset Wealth Strategies
    M. O.
    Executive Assistant To Ceo & Assistant Office Manager
    United States, Arkansas
    Apr 14, 2026
  • Ceo And Founder at Somerset Wealth Strategies
    T. H.
    Ceo And Founder
    United States, Oregon
    May 30, 2026
  • Senior Vice President at Somerset Wealth Strategies
    S. B.
    Senior Vice President
    UNITED STATES
    Oct 10, 2025
  • Executive Assistant And Office Manager at Somerset Wealth Strategies
    K. O.
    Executive Assistant And Office Manager
    United States, Oregon
    Feb 16, 2026
  • Operations Manager at Somerset Wealth Strategies
    M. S.
    Operations Manager
    United States, Oregon
    Jun 02, 2026
  • Financial Advisor at Somerset Wealth Strategies
    B. H.
    Financial Advisor
    United States, Oregon
    Apr 13, 2026
  • Social Media Marketing at Somerset Wealth Strategies
    M. M.
    Social Media Marketing
    United States, Oregon
    Jun 01, 2026
  • Representative at Somerset Wealth Strategies
    D. S.
    Representative
    United States, Oregon
    Nov 17, 2025

Frequently Asked Questions

What are the largest departments at Somerset Wealth Strategies?

Minus sign iconPlus sign icon
Banking is the largest department at 44% of profiles with a known department, down from 50% in January 2026, followed by Business (33%, down from 38%) and Branding (11%, down from 13%). Somerset Wealth Strategies's workforce spans 4 departments.

How has Somerset Wealth Strategies's workforce changed over the past year?

Minus sign iconPlus sign icon
Somerset Wealth Strategies's workforce grew 22% between January 2026 and November 2026. Banking's share of profiles with a known department fell from 50% to 44%.

How many employees does Somerset Wealth Strategies have currently?

Minus sign iconPlus sign icon
Somerset Wealth Strategies has approximately 11 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Somerset Wealth Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2026, Somerset Wealth Strategies's key employees include:

  • Ceo & Founder: T. H.
  • Ceo And Founder: T. H.
  • President Cfp: A. T. M.
  • Executive Assistant To Ceo & Assistant Office Manager: M. O.
  • Senior Vice President: S. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Somerset Wealth Strategies's most common email format?

Minus sign iconPlus sign icon
Somerset Wealth Strategies employees' email format typically follows the pattern of FLast@somersetwealthstrategies.com. Trying to find reliable and up-to-date employee contact data? Find more Somerset Wealth Strategies email formats with LeadIQ.

What is Somerset Wealth Strategies known for?

Minus sign iconPlus sign icon
Somerset Wealth Strategies was founded in 1997 and operates in the Financial Services industry. You can contact Somerset Wealth Strategies's main corporate office by phone at . Explore Somerset Wealth Strategies's company overview page for more information.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.