Email: hsommers@hightoweradvisors.com
402-378-7377
Harry Sommers is a private wealth advisor with a passion for financial planning and as a CFP® is a strong believer in upholding the fiduciary standard of care. Harry works with individuals, families, business owners, and corporate executives in the creation and implementation of long-term personalized wealth management strategies.
Harry’s primary responsibilities revolve around providing clients and their families with a greater understanding their unique financial situation. This is done by working with each family to understand the purpose behind their wealth, developing meaningful goals, creating long term goal-based strategies, and implementing a holistic financial plan. The steps are complimented with on-going portfolio analysis with a keen focus on risk management.
Harry joined the Hightower Omaha team in 2017. Previously, he spent his formative years learning about money from his father, the founder and owner of a financial planning office in Missouri, and his mother’s family who have spent over 150 years in banking. With an abundance of family to reinforce the importance of saving and healthy money habits, learning to help others was the obvious next step. Harry became a licensed broker at age 21, he held a variety of positions at nationally recognized broker dealer and learned how help people with their wealth under his father all while working on his bachelor’s degree.
Harry earned both his Bachelor of Science degree in Financial Planning and his Master of Business Administration from Creighton University’s Heider College of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Exit Planner™ and holds the Series 7 and 66 licenses.
Outside of work, Harry enjoys spending time with his friends and family, playing the guitar, live music especially Phish tours, a great book and learning more about history, technology, and businesses.
13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373
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