UNIONDALE, NY / ACCESS Newswire / December 2, 2025 / Marquis Who's Who honors Thomas B. Hamlin for his excellence in financial leadership and retirement strategy. Over the course of a 35-year career, Mr. Hamlin has pioneered innovative approaches to financial planning and wealth management, earning national recognition for his integrity, expertise and client-centered philosophy. As founder and chief executive officer of Somerset Wealth Strategies in Lake Oswego, Oregon, he has dedicated his career to helping individuals achieve financial independence and peace of mind.
About Thomas B. Hamlin
Mr. Hamlin founded Somerset Wealth Strategies in 1997 with a clear mission to deliver personalized, trustworthy financial solutions that empower individuals to retire with confidence. For nearly three decades, he has transformed the firm into a nationally respected leader in retirement planning and annuities. His approach combines in-depth market knowledge with a client-first philosophy, earning him recognition as one of the country's top annuity experts.
In 2000, Mr. Hamlin launched AnnuityFYI.com, an independent online resource that has helped retirees and pre-retirees make informed financial decisions for 25 years. The platform offers expert insights, comparative tools and educational content, reflecting his belief that financial literacy is essential to building a secure future. Together, Somerset Wealth Strategies and AnnuityFYI.com have positioned Mr. Hamlin as a leading voice in shaping Americans' long-term financial planning.
Before establishing Somerset, Mr. Hamlin founded a Raymond James Financial Services branch in Portland, Oregon, in 1997. Within just three years, his branch ranked among the firm's top performers nationwide. His record-breaking success included being named Raymond James' top annuity producer for nine consecutive years among thousands of peers. Earlier in his career, he served as first vice president at Prudential Financial and vice president at Independent Advantage Financial in California, where he refined his expertise in investment management and client relations.
Before entering finance, Mr. Hamlin held positions in real estate and consumer goods, including serving as a territory manager for Breyers Ice Cream under Kraft Foods and operating his family's restaurant business. These experiences shaped his entrepreneurial mindset and people-centered approach.
Mr. Hamlin's work has focused on protecting clients' assets, inspiring long-term security and creating tailored investment strategies that reflect each client's goals and values. He attributes much of his success to his drive to add value and his belief in ethical leadership. His guiding principles emphasize placing clients' needs first, treating others with respect and striving for excellence in every endeavor.
Throughout his career, Mr. Hamlin has received multiple industry honors, including induction into the Advisors Excel Hall of Fame in 2023. He has also been consistently recognized as one of the nation's leading annuity experts, reflecting his deep industry knowledge and results-driven practice. His dedication extends beyond professional achievement to actively mentoring younger advisers and contributing to financial literacy initiatives that empower individuals to take control of their futures.
Making a Difference
In addition to his professional accomplishments, Mr. Hamlin is a devoted philanthropist who supports numerous charitable organizations through Somerset Wealth Strategies and beyond. He values giving back to the community as a reflection of his faith and belief in collective success. A lifelong learner, he reads extensively, exploring subjects that enrich his personal and professional growth. Born in Burbank, California, Mr. Hamlin is a proud father of five and an avid traveler who has explored more than 70 countries. In the coming years, he plans to spend part of each year living abroad in Mexico or Italy while continuing to mentor the next generation of leaders and investors.
With an entrepreneurial spirit and a purpose-driven philosophy, Mr. Hamlin continues to advance financial empowerment through knowledge and care. His career reflects a commitment to helping others achieve confidence, independence and lasting prosperity.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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SOURCE: Marquis Who's Who
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