Meet the Tiedemann team
Our commitment to clients is solidified in our structure as a partnership set up to hand down equity to future employees. Meet the Tiedemann team here.
Sommer works directly with clients helping them address all wealth- and investment-related matters. She is an integral part of the client team and serves as a point of contact for clients. She manages client portfolios by following the investment strategies and allocations determined by the Investment Group and customizing them to meet individual client goals and situations.
Sommer joined Tiedemann when the firm merged with the Threshold Group, where she served as a Client Service Associate working with family office clients. In addition, Sommer served for 11 years as a Relationship Manager and Partner with GHP Investment Advisors, Inc. in Denver, where she was responsible for managing the financial concierge services platform and client experience for high net-worth families.
Certifications and memberships include:
- Board member, Bainbridge Island Rowing
- Financial Paraplanner Qualified Professional™
Sommer earned a Bachelor of Science in business administration from Argosy University. Originally from Denver, Colorado, Sommer lives on Bainbridge Island, Washington, with her husband and two sons.