Derek Stamos
Derek Stamos has been an integral part of the Somerset team and family of companies for 14 years, serving in a client-focused role while working directly with CEO and founder Tom Hamlin, a highly acclaimed veteran of the financial services, retirement planning and wealth management industry who has frequently been recognized among America’s Top 100 independent advisors by numerous publications. Derek helps ensure a consistently high-touch client experience across Somerset Wealth Strategies, LLC (fixed insurance solutions including annuities, life insurance, Medicare and long-term care insurance), Somerset Wealth Management, LLC (fee-based, fiduciary wealth management), and Somerset Securities, Inc. (a FINRA-registered, SIPC member broker-dealer established in 1963).
Derek is a Registered Representative with Somerset Securities, Inc. and holds the Series 7 and Series 63 securities registrations. The Series 7 reflects broad qualification across a wide range of securities products. The Series 63 is a state securities registration (“blue sky”) that supports securities-related business in states outside an individual’s resident state, as required by applicable state law. While Thomas Hamlin is responsible for all client-specific recommendations and investment guidance, Derek plays a critical role in facilitating the planning and implementation process — supporting discovery, coordinating key details, ensuring accurate documentation, maintaining timely follow-through and helping clients experience a seamless progression from initial planning through execution.
A significant part of Derek’s value is delivered behind the scenes. Working in close coordination with Somerset’s tenured A-Team of administrative and operational professionals, he helps orchestrate the moving parts that turn planning into action. Derek manages workflows across the firm’s core software systems and operational platforms, coordinates account setup and servicing processes, supports meeting preparation and follow-up, and helps maintain the cadence of communication that keeps each engagement organized, responsive and on track. This operational discipline — paired with a relationship-first mindset and strong team alignment — enables Thomas and the broader Somerset team to remain focused on delivering clear guidance and exceptional outcomes for clients.
Originally from Bend, Oregon, Derek attended college in Walla Walla, Washington, where he studied professional golf management. He later worked as a golf professional at premier clubs, including Avila Country Club in the Tampa Bay, Florida, area and Pronghorn Country Club in Bend, Oregon — experience that strengthened his service mindset and commitment to relationship excellence. Derek began his professional career in luxury client engagement with Aston Martin Jaguar of Tampa Bay and subsequently worked with the Tampa Bay Lightning organization, supporting players and senior leadership.
In keeping with Somerset’s long-standing commitment to philanthropy and community impact, Derek believes in adding value every day — giving back and making a positive difference in the lives of those he serves. That commitment aligns with Somerset’s charitable mission: The firm donates a portion of its net profits to support the organizations highlighted on Somerset’s Charitable page, reinforcing a culture of stewardship that puts clients first and extends Somerset’s impact well beyond the work itself.
Outside of work, Derek enjoys golf, fitness and spending time with his wife, Clasien, and their children — London, Luca and Lottie — as well as friends and family.