Title: Founder and Chief Executive Officer
Company: Somerset Wealth Strategies LLC
Location: Lake Oswego, Oregon, United States
Thomas B. Hamlin, founder and chief executive officer at Somerset Wealth Strategies LLC, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements and leadership in the financial services industry.
With nearly 35 years of experience to his credit, Mr. Hamlin has established a remarkable career in the financial services industry, marked by his roles as chief executive officer and founder of Somerset Wealth Strategies LLC in Portland, Oregon. Since 1997, he has found success at the helm of the aforementioned company, managing all aspects of the business and working closely with clients such as fixed annuities, fixed index annuities, and life insurance companies to secure their financial futures. His expertise in annuities has garnered him recognition as one of the top annuity experts in the nation, a testament to his ability to generate significant wealth and provide peace of mind through financial independence.
In addition to these positions, Mr. Hamlin has excelled as the chief executive officer and chief compliance officer for Somerset Securities Inc., through which he works with mutual funds, alternative investments, variable annuities, opportunity zones, and other securities-related businesses. He is further active as the chief executive officer and founder of Someset Wealth Management, LLC, through which he focuses his practice on fee-based RIA advisory services. Moreover, Mr. Hamlin provides his wealth of resources to those in need as the founder of AnnuityFYI.com, which has been acknowledged as the top independent fixed and variable annuity resource in the United States.
Prior to founding Somerset Wealth Strategies, Mr. Hamlin worked as a non-voting member of Pre-Funding Group LLC from 2014 to 2015. His entrepreneurial spirit was evident earlier in his career when he founded a branch of Raymond James Financial Services in Portland, Oregon, in 1997. Under his leadership for more than 15 years, the branch quickly rose to prominence, becoming one of the top branches in the nation within three years. Mr. Hamlin’s tenure at Raymond James also saw him being recognized as a member of the Elite Chairman’s Council for seven years, the top annuity producer for nine years among thousands of producers, and one of the Top 25 Producers for 15 years.
Before his success with Raymond James, Mr. Hamlin served as first vice president at Prudential Financial from 1994 to 1997. He further honed his skills as vice president at Independent Advantage Financial in Marina del Rey, California, from 1990 to 1994. His early career included roles as a realtor from 1988 to 1990 and as a territory manager for Breyers Ice Cream under Kraft Foods in California from 1984 to 1988. Additionally, Mr. Hamlin owned a restaurant business prior to these positions.
Mr. Hamlin’s educational background includes earning a bachelor’s degree, which laid the foundation for his successful career in finance. To cement his versatility in his field, he obtained myriad securities and insurance licenses active in 50 states, including Series 6, 7, 24, 64, 65, and in life and disability insurance licenses. He attributes much of his success to key personal attributes such as genuineness and a deep care for his clients’ well-being. This authentic approach has fostered trust and meaningful outcomes throughout his career.
In addition to his professional achievements, Mr. Hamlin is actively involved in civic-minded organizations and is a donor to various Somerset charities. His contributions have been celebrated with several accolades, including induction into the Hall of Fame by Advisors Excel in 2023, multiple citations among the Top 100 Financial Advisors in the United States, and rankings as the #1 and #2 Ranked Producer with Independent Advantage Financial, Inc. Mr. Hamlin has also been spotlighted in such publications as The Wall Street Journal, Barron’s, The Chicago Sun Times, Tribune Media, and Registered Rep Magazine, among other publications and media outlets.
Outside of his primary responsibilities, Mr. Hamlin enjoys traveling, having visited 50 countries with aspirations to explore many more. He also relishes playing golf, skiing, hiking, and enjoying the outdoors. With five wonderful children and a partner by his side, he aims to share his knowledge and wisdom with future generations, helping them achieve their goals and dreams. As a testament to his outstanding accomplishments, Mr. Hamlin has notably placed assets exceeding in $1 billion with nearly 5,000 clients throughout his career.
Mr. Hamlin’s life is guided by strong faith and resilience, qualities that have helped him navigate both triumphs and challenges. He believes that life’s journey is marked by trial and error but remains committed to living with as few regrets as possible while embracing each experience as part of God’s plan for him.
For more information, please visit:
LinkedIn
Annuity FYI
Press Release
Somerset Securities
Somerset Wealth Strategies LLC
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