Meet the professionals who can help you pursue your goals
We help individuals and families pursue their ideal retirements.
Meet The Team
Somerset Wealth Strategies was founded in 1997 by Tom Hamlin. Learn more about each of our team members below.
Thomas B. Hamlin
Founder & CEO
Thomas B. Hamlin is a licensed registered representative (Series 7), fee-based (RIA) advisor, fiduciary, and Registered Principal. He is the CEO and CCO of Somerset Securities, Inc., which deals with mutual funds, alternative investments, private placements, DST-1031, variable annuities, and other securities-related businesses offered by prospectus or private placement memorandum (PPM). Tom is also the CEO and Founder of Somerset Wealth Strategies, LLC, specializing in fixed annuities, fixed index annuities, life insurance, and other non-security-related products. Additionally, he is the CEO and Founder of Somerset Wealth Management, LLC, which focuses on fee-based RIA advisory services and institutional-style management through their relationship with Charles Schwab.
Tom holds several securities and insurance licenses, including:
• Series 6 (variable annuities and mutual funds license)
• Series 7 (securities license)
• Series 24 (Office of Supervisory Jurisdiction Branch Managers license)
• Series 63 (blue sky, allowing the sale of securities in states outside his resident state)
• Series 65 (Registered Investment Advisor Representative, allowing fee-only sales)
• Life and Disability License (allowing the sale of insurance products and annuities)
Tom is licensed to do business in all 50 states and three U.S. territories for securities, wealth management, and insurance products. He is the founder ofAnnuityFYI.com, the top independent fixed and variable annuity resource in the country, based on content, media mentions, hits, and recurring visitors. He is considered to have significant expertise in the annuity industry.
With 34 years of experience as a financial professional (since 1990), Tom has placed assets exceeding one billion dollars ($1,000,000,000) with nearly 5,000 clients across 50 states and three U.S. territories.
Tom is a former Top Advisor and Branch Manager with Raymond James Financial Services (NYSE: RJF). During his 15.5 years at RJFS, he was a member of their Elite Chairman’s Council, comprising the top 30 investment professionals in the country (out of approximately 5,000 advisors nationwide) for seven years based on total production. He was also the top annuity producer in the United States for Raymond James Financial (based on annual annuity premiums) for nine consecutive years. Upon his separation from RJFS in 2012, Tom purchased Bay Colony Securities (AKA BC Securities, Inc.), a broker-dealer founded in 1963 in the Boston area (Member SIPC).
Tom is also a former First Vice President of Prudential Securities (Oct 1994 to May 1997). During his tenure, he was ranked in the top 5 nationally in personal annuity and insurance production and led his Los Angeles branch to the #1 position in the nation in annuity sales (1996 to 1997).
Before joining Prudential Securities, he was ranked the #1 and #2 producer for four consecutive years with Independent Advantage Financial, Inc., helping it become the nation’s largest independent shopping service for annuities and insurance products.
Over the past 34 years, Tom has been responsible for the sales training and management of dozens of account specialists, annuity experts, registered representatives, officers, and administrative staff. He continues to lead the Somerset Family of Companies, which he founded in 1997. Tom has been quoted by several top publications for over 30 years, including The Wall Street Journal, Barron’s, The Chicago Sun-Times, VARDS,Ignites.com, Investment News, Tribune Media, Registered Rep Magazine, Financial Planning Magazine, National Underwriter, MarketWatch, Echos Times, and numerous newsletters. He has also been a source on financial investments for radio shows and public speaking engagements. Tom is consistently ranked as one of the Top 100 Independent Financial Advisors in the country by Registered Rep Magazine (based on assets under management) and is also consistently considered for the Top 100 Advisors in the Nation by Worth Magazine, Barron’s, and Investor’s Business Daily (IBD). He was ranked the #2 advisor in the state of Oregon by Barron’s in 2010, consistently bringing in over $100,000,000 per year of assets with the help of his elite Somerset Team.
Throughout his career, Tom has built a level of trust and confidence among his clients that is unrivaled by most of his competitors. Despite his extensive exposure, over 98% of his production still comes from repeat business and existing client referrals. With a focus on retirement and income planning, guaranteed lifetime income, principal protection guarantees*, wealth transfer, legacy planning, estate planning, and exceptional customer service, Tom’s goal is to exceed his clients’ expectations in every aspect of their dealings.
His favorite aphorisms include: “We focus on identifying Safe Money Strategies that aren’t too good to be true – just too good to last” and “It’s my #1 goal to assist you in exceeding yours.”
Tom believes in following a sound investment strategy, emphasizing diversification, recognizing that uncertainty can create opportunity, and never saying never. Aside from personal health, there’s nothing better than the peace of mind that comes from financial independence to help lower stress, leading to a happier, healthier, and more enjoyable life. When asked how he chooses the plans he recommends to his clients and prospects, he says, “I only work with relative plans and strategies, meaning those that most representatives would only offer to their relatives (and sadly maybe not even then).” Staying on the cutting edge of technology and trends has been invaluable. Things are changing at such a rapid pace that saying it’s like trying to hit a fast-moving target would be a massive understatement. If you’re not on top of what’s happening, you’ll surely be left behind, and your clients will suffer. Tom’s goal is to get clients focused on living out their dreams by tackling the items on their “Lifetime To-Do List” (AKA “Bucket List”). When people are worried about their money, they can’t relax enough to enjoy their retirement, leading to watching CNBC instead of watching their grandkids or a beautiful sunset from a mountain top or beach with loved ones.
Tom is also very involved in charitable giving, donating tens of thousands of dollars each year to numerous worthy charities, including but not limited to Mercy Corps, Children’s Cancer Association, St. Jude Hospital, Toys for Tots, Special Olympics, Make-A-Wish, Race for the Cure, Leukemia & Lymphoma Society, Parkinson’s, American Heart Association, 4-H Club, Wounded Warriors, Military Officers Association of America (MOAA), Michael J. Fox Foundation for Parkinson’s Research, Alzheimer’s Association, his church, and more. When Tom retires, his goal is to focus full-time on philanthropy, family, friends, and activities that contribute positively to humanity.
Andrew Murdoch
President
Andrew Murdoch is president of Somerset Wealth Strategies, a Certified Financial Planner™, and fiduciary. Andrew has a Bachelor of Science degree from the Russ College of Engineering and Technology at Ohio University.
Andrew holds several securities and insurance licenses including:
- Series 7 (securities license)
- Series 63 (blue sky, allows selling securities in states outside of his resident state)
- Series 65 (Registered Investment Advisor Representative, which allows selling on a fee-only basis)
- Life and Disability License (which allows for the selling of insurance products and annuities)
Andrew has been a financial professional since 2000 and has over 30 years of investment experience. He worked as a financial advisor for Morgan Stanley advising clients on a variety of financial instruments including managed money, mutual funds, municipal and corporate bonds, stocks, annuities, and option strategies.
Andrew also served as a wholesaler for Jackson National Life, where he aided advisors in over $250 million in annuity sales. He is well-versed in a variety of annuity and retirement strategies as well as potential pitfalls other financial professionals may overlook. He draws on this experience to help retirees avoid purchasing the inappropriate or unsuitable annuities. He has worked with Tom Hamlin’s team since 2002. He worked on the institutional side for two years and currently helps Tom develop financial plans for high net worth clientele.
Andrew believes in following an appropriate asset allocation model based on client risk tolerance and financial objectives. Andrew also knows this is a complex, confusing marketplace, and in order to gain his clients’ trust and confidence, the focus must be on information. As a seasoned member of Tom’s team, he knows he is only 33 percent as effective over the phone as he would be face to face, so he knows he must be three times better than the competition. Andrew strives to accomplish this in three ways:
- Being well-versed on current product knowledge in the industry
- Choosing suitable retirement income plan for the clients’ needs
- Unmatched customer service for the plans they work with
Andrew is dedicated to continuing learning and completed his Certified Financial Planner™ in 2010 and is looking into pursuing additional certification to increase his knowledge base.
When Andrew isn’t working, he enjoys spending his time with his two boys, Grayson and Harrison. Andrew is an avid skier and enjoys playing hockey a few times a week and boating in the summer.
Andrew is also active in the Portland community and is involved with several local and national charities on a regular basis. He also holds an annual event during the holiday season and raises money for Toys for Tots.
Derek Stamos
Financial Professional
Derek Stamos is a licensed insurance producer at Somerset Wealth Strategies, LLC and has been a part of the Somerset Team and Family of Companies for twelve years. In addition to his Life and Annuity License, Derek is a licensed Registered Representative and holds a Series 7 Securities license, which is hung with Somerset Securities, Inc, Somerset’s broker dealer, and affiliate of Somerset Wealth Strategies.
Derek grew up in Bend, Oregon, and then went to college in Walla Walla, Washington, majoring in professional golf management. He was a pro at multiple high-end golf courses, including Avila Country Club in Tampa Bay, Florida, and Pronghorn Country Club in Bend, Oregon. Derek got his start in sales with Aston Martin Jaguar of Tampa Bay. While in Florida, he worked for the Tampa Bay Lightning hockey team, assisting the players and upper management.
In his spare time, Derek enjoys playing golf, staying fit and spending time with his wife, friends and family.
Brian Hamlin
Financial Advisor
Megan L. Odermatt
Executive Assistant for Thomas
Assistant Office Manager
Kristen Odermatt
Executive Assistant for Andrew
Office Manager
Brian Hamlin is a licensed registered (Series 7) representative. He is a Registered Representative with Somerset Securities, Inc. Somerset Securities works with mutual funds, alternative investments, private placements, DST-1031, variable annuities and other securities related business. Brian is also a licensed insurance producer with Somerset Wealth Strategies, LLC, working with fixed annuities, fixed indexed annuities, life insurance and other non-security related products.
Brian holds several securities and insurance licenses including the following:
- Securities Industry Essentials
- Series 7 (Securities License)
- Series 63 (Blue Sky, allows selling securities in states outside of his resident state)
- Series 65 (Registered Investment Advisor Representative, which allows for selling on a fee-only basis)
- Life and Health License (allows for the selling of insurance products and annuities)
Brian was able to achieve all of his securities industries licenses at the age of 20 years old. Brian firmly believes that the best financial decision that one can make is the most informed decision. He prides himself on providing all of his clients with the most recent and relevant information. This focus on education and information allows for a meaningful discussion about their retirement planning strategy.
Brian grew up in Lake Oswego, Oregon, and then played baseball for two years at Yakima Valley College in Yakima, Washington. From there, Brian went on to graduate from the University of Oregon in Eugene, Oregon with a major in Business Administration with a concentration in Finance, along with a minor in Economics. Brian was a baseball trainer for numerous years during his playing career, and had his start in sales with Venus Concept, specializing in high-end medical devices.
In his spare time, Brian enjoys cooking, going to the gym, golfing and spending time with his friends and family.
Megan Odermatt is the executive assistant for Thomas B. Hamlin and assistant office manager at Somerset Wealth Strategies.
Before joining our independent firm, Megan co-owned and operated a successful bistro, where she was able to grow the business over the course of three years. There, she applied much of the knowledge and education she obtained, while receiving a Bachelor of Science at Portland State University, where she majored in business administration and marketing. While obtaining her degrees, Megan managed 80+ employees at the Gap, Inc. Upon finishing school, she moved to New York City, where she worked under a high-level executive at a major recording label and multimedia company.
Megan’s accumulated knowledge and diversified background led her back to her business roots. Her enthusiasm for knowledge in the financial industry paired with her necessity for excellence make her perfect for our motivated, energetic team of professionals.
In her free time, Megan enjoys traveling, spending quality time with her dog, family and friends, exploring everything outdoors and enjoying the occasional cocktail hour. She resides in Portland, Oregon.
Kristen Odermatt is the executive assistant of Andrew T. Murdoch and office manager at Somerset Wealth Strategies.
Before joining the Somerset team in November 2013, Kristen spent 13 years heading a well-known privately owned restaurant and catering business, where she was able to cultivate the customer service experience that makes her the perfect fit here. The hospitality industry has given Kristen a perfect mix of management, problem-solving and team building skills that have helped her thrive since joining our firm.
Kristen prides herself on exceeding client expectations and is dedicated to obtaining as much knowledge as she can. Her main goal is to take her client dedication and service to a national level.
When Kristen is not at the office, she enjoys cooking and baking, exercising, spending time with her friends and exploring the Oregon outdoors.
Meagan Sinniger
Operations Manager
Meagan Sinniger joins Somerset Wealth Strategies as an administrative assistant. Prior to joining Somerset in June 2015, Meagan worked for a Fortune 500 company in sales, cultivating her telecommunications and customer service background.
She attended Central Oregon Community College and majored in business administration and marketing. While earning her degree, she managed a team of 20+ employees with Limited Brands, Inc. in her hometown of Bend, Oregon, before moving and transferring to Portland.
Meagan has a passion for listening to people and exceeding their expectations. She prides herself on her self-motivation and dedication to always put the client first.
In Meagan’s free time, she enjoys spending time with family and friends, traveling and dancing.
Porsch Anthony
Client Service Coordinator
Porsch Anthony is the Client Service Coordinator for Somerset Wealth Strategies.
With over a decade of industry experience in investment client service, Porsch plays a key role in ensuring seamless operations and providing top-notch service to our valued clients. Before joining the Somerset team in June 2023, Porsch was part of a nationally recognized wealth management team, where he honed his skills and learned the importance of cultivating and maintaining excellent client relationships.
When he’s not working to support our clients, you will find him fulfilling his passion of being a dad and husband by spending time and having fun with his wife and 2 boys. He can also be found on stage, singing and performing with a few local bands around the Portland, OR area.
Lydia Hershey
Director of Operations
Lydia Hershey is the Director of Operations for Somerset Wealth Strategies.
She has been working in the financial industry for 12+ years, the last several were spent with a nationally recognized top wealth advisory team where she gained experience in leading a team and developing strategies and processes. Her firm won the Best Client Experience award each year from the time that it was introduced.
She has a BS in Social Work and Counseling from Portland State University, which has given her a deeper understanding of how to communicate well and develop leadership skills. Lydia also served on the board of directors for a local non-profit Emerj SafeNow that taught violence prevention skills to at-risk populations.
Her interest in people is what makes her an asset to any team. She works hard to ensure that both clients and employees are the focus and she works hard to instill excellence in client experience and employee relationships.
In her free time, she spends time with her new rescue dog who she lovingly refers to as a “Potato”, her two kids and husband. You can find her expanding her book list, baking or spending time outdoors.
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Or give us a call at 503-595-1333
