Somerset Wealth Strategies Achieves Advisors Excel's Hall Of Fame Award For Exceptional Excellence

(MENAFN- PR Newswire)

PORTLAND, Ore., March 11, 2025 /PRNewswire/ -- Somerset Wealth Strategies, LLC, a distinguished member of the Somerset family of financial companies, has been honored with the Advisors Excel Hall of Fame Award for Excellence-an accolade that marks a pinnacle achievement in the financial services industry. Bestowed by Advisors Excel, the nation's preeminent Independent Marketing Organization (IMO), this coveted distinction is reserved for an elite few: those who surpass $100 million in combined annuity and insurance premiums. Far more than a metric of financial prowess, the award celebrates an unwavering commitment to transforming lives through exceptional service-a hallmark of both Advisors Excel's ethos and Somerset's mission.

Headquartered in Topeka, Kansas, Advisors Excel has set an unrivaled standard since its founding in 2005, cultivating a culture of excellence that resonates with its carefully selected affiliates. Somerset Wealth Strategies, based in Portland, Oregon, exemplifies this synergy, uniting with Advisors Excel in a powerful alliance dedicated to elevating financial and retirement planning while leaving a lasting, positive imprint on communities worldwide. This prestigious recognition underscores Somerset's alignment with Advisors Excel's vision, spotlighting a shared dedication to client success and societal betterment.

Within a competitive landscape, the Somerset family of companies-encompassing Somerset Securities, Inc., Somerset Wealth Management, LLC, and Somerset Wealth Strategies, LLC-stands apart as a beacon of leadership in financial planning, wealth management, retirement, and estate solutions. Nine defining strengths solidify Somerset's position as the trusted partner for discerning clients across the United States:

1. Unparalleled Leadership Expertise
Founder Thomas Hamlin brings over 35 years of mastery in annuities and financial planning, reflecting more than five decades of full-time dedication since 1991. A perennial top performer, Hamlin's passion for fostering financial independence through fixed and indexed annuities anchors Somerset's client-centric philosophy.

2. Nearly a Century of Collective Expertise
Led by Founder Thomas Hamlin's 35 years of experience, Somerset's leadership includes President Andrew Murdoch (since 2004) and Registered Representative Derek Stamos (since 2012). Together with A-Team leaders Meg Odermatt, Kristen Odermatt, and Meagan Sinniger, the firm's five most senior professionals amass 92 years of industry expertise. This wealth of knowledge drives sophisticated strategies and delivers impeccable service to clients nationwide.

3. Integrated, Multi-Faceted Approach
Somerset's triad of entities delivers bespoke solutions: Somerset Securities, Inc. oversees securities transactions, Somerset Wealth Management, LLC provides fiduciary advisory services, and Somerset Wealth Strategies, LLC excels in fixed products such as annuities and long-term care-distinguishing it from narrower competitors.

4. National Reach and Robust Scale
Through its innovative AnnuityFYI platform, Somerset serves all 50 states, placing over $100 million annually in premiums and investments. This expansive influence highlights its capacity to deliver consistent, impactful results to a substantial clientele.

5. Independent Access to Premier Solutions
Partnerships with over 800 insurance companies and leading wealth managers afford Somerset unrivaled independence, ensuring clients benefit from the safest, most competitive options available-a flexibility that surpasses captive firms.

6. Exemplary Service Excellence
Somerset's "above and beyond" commitment, embodied by recent additions Porsch Anthony (formerly of Merrill Lynch, 2023) and Brian Hamlin (2023), has garnered 80 five-star reviews and an A+ BBB rating. Enhanced by virtual collaboration via phone and Zoom, this proactive approach sets a gold standard in client care.

7. Serving a Discerning and Diverse Clientele
Somerset Wealth Strategies caters to highly educated, high-net-worth individuals who prioritize expertise over proximity, drawing a sophisticated clientele that relies on its elite annuity and investment specialists for exceptional results. Yet, Founder Thomas Hamlin and his team also embrace a forward-thinking philosophy-akin to "planting shade trees under which they know they may never sit." This commitment to legacy and generosity drives Somerset to invest time in coaching, guiding, and advising individuals who may not yet qualify for its premium services, fostering financial growth and empowerment for the future.

8. A Legacy Enhanced by Innovation
Brian Hamlin, a recent University of Oregon graduate and son of founder Thomas Hamlin, joined the Sales Team in 2023, infusing fresh perspectives into Somerset's storied foundation. This forward-looking leadership ensures the firm's enduring success.

9. A Steadfast Commitment to Charitable Impact
Somerset Wealth Strategies exemplifies a profound dedication to philanthropy, mirroring the community-focused ethos of Advisors Excel. Founder Thomas Hamlin personally contributes tens of thousands of dollars annually to esteemed causes, including Mercy Corps, St. Jude Children's Research Hospital, Toys for Tots, and the Michael J. Fox Foundation for Parkinson's Research, among others. President Andrew Murdoch furthers this legacy, engaging with local and national charities and hosting an annual Toys for Tots fundraiser during the holiday season. Looking ahead, Hamlin envisions a retirement devoted to full-time philanthropy, reinforcing Somerset's mission to not only secure clients' financial futures but also uplift the broader human community.

"Somerset is more than a financial firm-it's a transformative partner dedicated to redefining retirement and wealth management," said Andrew Murdoch, President of Somerset Wealth Strategies. "This Hall of Fame Award from Advisors Excel affirms our team's expertise, independence, and relentless dedication, positioning us as the premier choice for those seeking lasting financial security."

About Somerset Family of Companies

The Somerset family of companies-Somerset Securities, Inc. , Somerset Wealth Management, LLC, and Somerset Wealth Strategies, LLC-delivers comprehensive financial planning, wealth management, retirement, and estate solutions. Headquartered in Lake Oswego, Oregon, Somerset serves clients nationwide, managing over $100 million annually in premiums and investments through its AnnuityFYI platform. With nearly a century of combined team experience and a proud affiliation with Advisors Excel, Somerset provides tailored strategies supported by partnerships with over 800 insurance companies and top wealth managers.

Contact Information

(800) 813-4000

SOURCE Somerset Securities, Inc.

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