Building the foundation of your FUTURE. 

We incorporate our values of integrity, expertise, respect and commitment when working with clients to establish long-term trustworthy relationships.

We provide understandable options and solutions that help propel clients to achieve the goals and dreams that they have for themselves, their families or their business.

In our constant pursuit of excellence, we strive to instill confidence in clients that their needs are being met today and in the future.

Our Purpose

At Soterra Financial Group, we implement our values of integrity, expertise, respect and commitment when working with our clients to establish long-term relationships based on trust. We provide understandable options and solutions that propel our clients to achieve the goals and dreams they have for themselves, their family or their business. Our constant pursuit of exceptionalism can help give our clients financial independence and enable them to live their best and most purposeful life today.

The experience we have with our clients goes beyond wealth management to the development of a long-term partnership with them, their family and their business. We have a team of specialists to help ensure our clients receive exceptional wealth management advice, solutions and servicing. This is part of our formula for Building the Foundation for Your Future.

 

Our Core Values

The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you financial independence today and tomorrow. We care as much about why you are investing as what you are investing in.

Our Financial Professionals

As your financial advisors, Wendy Cooper, Tammy Richmond, Tammy Law and Jason Hillmer will coordinate the entire wealth management process for you. They will help you to identify your goals and they will work with you to implement a series of strategies to help you to realize your vision for the future.

Meet our Team

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