Who We Serve

Individuals

Somerset never offers a one-size-fits-all solution. When it comes to your personal finances, we offer proactive and customized strategies designed to minimize your tax burden and maximize your wealth. We consider your entire financial framework and lifestyle, including estate planning, tax issues, retirement plans, etc.

Tax
To make our approach to your individual taxes a streamlined and seamless process, we team up with your other advisors, such as a lawyer or banker. We want to be a part of a team that can do it all for you from start to finish. We are always thinking ahead, approaching tax planning and preparation as an opportunity. Our entire tax team is proficient in current tax laws and IRS regulations, and you will always be consulted when changes arise that may affect you.

Personal Finance
We take the time to carefully understand your personal financial goals. This attention to your needs allows us to provide a tailored, sound financial plan for you and your family.

Susan Bradford

Principal

Valerie Brennan

Principal

Bob Browning

Principal

Lou Castellani

Senior Manager

Abby Cox

Senior Manager

Pat Early

Principal

Susie Keaton

Principal

Gary Peters

Principal

Jenny Ray

Principal

Steve Shoemaker

Senior Manager

Ann Vincent

Senior Manager

Downloadable Resources

The list below contains specialty services offered for individuals. To see a full list of our services, click on the button at the bottom of each of the service categories below.

  • Expatriate
  • High net worth planning
  • Inpatriate
  • IRS tax resolution
  • Multi state tax
  • Tax planning and preparation

What Our Clients Say

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