Harry Sommers - Root Financial
Taking New Clients

Hi. 👋
I’m Harry Sommers.

Work With Me

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Harry Sommers
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  • Location

    Chicago, IL

  • Experience

    8 years

  • Credentials
    • Certified Financial Planner™

    • Master of Business Administration in Financial Psychology and Behavioral Finance
    • Certified Financial Behavior Specialist
    • Certified Exit Planning Advisor

I help families and individuals create actionable plans to get the most out of life by refining and focusing on what is most important to them. I see managing wealth as much more than managing money—wealth is your money, your time, and your energy.

After graduating from Creighton University with a degree in financial planning, I worked with a Forbes Best in State Wealth Advisor in Omaha, Nebraska. While I learned a lot about financial markets and investments, I was most captivated by how people felt about their wealth. Because of this, I pursued a master’s degree with a focus on behavioral finance and financial psychology.

Through my journey, I’ve been blessed to work with and learn from many wonderful people, and I’m excited to be a part of Root’s mission to help people get the most out of life! I believe the greatest benefit I can give to others is realizing that I simply could never know everything. Understanding that what each person wants out of life can be incredibly different is a humbling experience, and I relish the opportunity to support you in your unique journey.

Growing up in Saint Joseph, MO, a small town outside of Kansas City, taught me so much about being a part of and supporting a wonderful community. Now living in Chicago, IL, the challenge has been figuring out how to explore everything it has to offer! I love live music, a well-made cocktail, and learning as much as I can about communication, psychology, leadership, philosophy, and anything to do with how we think and feel.

Team Oak

Learn About This Team

Oak Team

Team Oak symbolizes strength, potential, and quiet confidence. With a structure built to endure and branches ready to grow, Oak brings thoughtful energy and balanced support to clients and colleagues alike.

At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.

 

Brandon Woods

Lead Financial Advisor

Financial Advisor Team

Associate Advisor Team

Client Success Team

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We currently have a $1M minimum today.

Please know that we aim to increase the number of people we can serve as our team expands.

In the meantime, we currently offer the ability to run your own financial plan with what-if scenarios within our academies below (the same as you see on YouTube):

Retirement Planning Academy (James)

Early Retirement Academy (Ari)

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We currently offer the ability to run your own financial plan with what-if scenarios within our academies below (the same as you see on YouTube):

Retirement Planning Academy (James)

Early Retirement Academy (Ari)

If you have completed one of the academies above and/or still seek guidance on your financial strategy, you can book a call here with a firm that offers one-time plans regardless of how much money you have.

This is not with Root Financial, but a firm with a similar philosophy.

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Harry Sommers
View Bio
  • Location

    Chicago, IL

  • Experience

    8 years

  • Credentials

    Certified Financial Planner™
    Master of Business Administration in Financial Psychology and Behavioral Finance
    Certified Financial Behavior Specialist
    Certified Exit Planning Advisor

Learn more about Harry Sommers.

4:08
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