About SFS

I established Somers Financial Services in 2012 to help businesses in the Austin Area grow. With over fifteen years of experience, I have a proven track record of building successful financial strategies and budget forecasting. Throughout my career I have gained highly specialized experience in forecasting models, incentive compensation, financial analysis, reporting analytics, budget building and management reporting.

Since 2005 I have worked in financial services, providing recommendations to management teams regarding cost saving or profit generating opportunities. Working alongside CFOs and CEOs, I provide research and analysis to direct new business planning, operating forecasts and profitability improvement strategies. Having offered this analysis in both small and medium sized businesses, I understand the importance of identifying financial pain points which may prevent your business from growing.

Outside the office I love spending time with my wife, Rachel, and our dog Baylor. We have lived in Austin since 2007 and love exploring everything the city has to offer. We also enjoy golfing, traveling, cycling, watching movies and hope to one day fulfill our life-long goal of seeing every state capitol in the U.S.