At TapRoot Advisory Group, we embody our team values of Integrity in all we do; Meaningful Work as a team and with our clients; Cooperation through our client Relationships and our collaboration with each other; and Recognition through watching hundreds of clients accomplish their goals and dreams over the years. We are extremely grateful for the opportunity to service and empower each other and especially each of You, our Valued Clients.

We chose the name TapRoot because of the symbolism of what the taproot represents with the meaningful work we do with our clients. The taproot is deeply anchored in the soil. It is a dominant root from which other roots sprout. It is the strongest root and the lifeblood of the being it supports. Our entire team is grateful and unbelievably humbled to be the TapRoot for our clients and their families, advising during the successes and challenges through many generations on much more than just finances. Thank you for continuing to let us into your hearts.


Our advisors

Brian Sommer

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Sommer Visit Brian Sommer's website

Kristen Roy

CFP®, BFA, CDFA®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kristen Roy Visit Kristen Roy's website

Tricia Nelson

CFP®, APMA, CDFA®, ChSNC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tricia Nelson Visit Tricia Nelson's website

Kelli Fenstemaker

APMA

Associate Financial Advisor

Learn more about Kelli Fenstemaker Visit Kelli Fenstemaker's website


Our team

Elizabeth Hartzler

Elizabeth Hartzler

Operations Specialist

Sam Hartzler

Sam Hartzler

Client Service Coordinator

Kate Hartzler

Kate Hartzler

Marketing Specialist

Trisha Foerster

Trisha Foerster

Client Concierge

Cameron Andrysiak

Cameron Andrysiak

Intern