Meet Our Team
Bradley R. Teets, CPA/PFS, CFP®, Owner
Bradley has studied investments and the impact on client needs for over 46 years. From an early age, Bradley had an interest in financial matters. Bradley brings numerous professional credentials beginning with his Summa Cum Laude Bachelor's degree in Accounting with a minor in Economics from West Virginia Wesleyan College in December 1977. After college, Bradley worked in the oil and gas as well as public accounting fields to gain additional managerial and tax planning ideas. Bradley completed multiple licensing requirements and currently holds his Series 24, Certified Public Accounting (CPA), Certified Financial Planning certificate practitioner (CFP®) and the special designation of Personal Financial Specialist (PFS) from the AICPA. Bradley and his wife of nearly 40 years, Marilyn, moved to Punta Gorda, FL in 1999 and have become active within the community and other charitable organizations throughout Charlotte County. Bradley and Marilyn recently adopted their retired racing Greyhound, Leeza in 2015. A second adopted greyhound, Aurora, arrived in May 2017. Bradley has a love for classic cars-going back to his childhood memories of spending time with his Grandfather-and father figure, Ray, a small town automobile dealer. Going to local and national car shows is his long standing hobby. Bradley provides his expertise and precise attention to detail, to every client. It's about taking pride in doing things right the first time and ensuring the financial plan is structured specific to each individual's needs.
Sommer O'Neil, Financial Advisor
Sommer represents a new generation of financial professionals attracted to the casual yet sophisticated Punta Gorda, FL area. At a very early age, Sommer was drawn to the need of helping others. Sommer grew up in Genesee County, Michigan, to a large family of seven children-three boys, four girls-with her being the youngest daughter. As many Michigan families, Sommer's parents worked in the automotive industry, ensured the family attended church every Sunday, and instilled the hard-working values she looks to teach her children today. After growing up in Michigan, Sommer embarked on a career in financial services, joining SunTrust Bank and ultimately rising to the position of Financial Consultant with SunTrust Investment Services. After college, she completed all licensing requirements to become a stock broker and financial advisor. Sommer currently holds her Series 7, Series 63, Series 65 and Insurance-215 credentials. As Sommer's career advanced, she joined the independent investment services channel and partnered with Bradley Teets as Financial Advisor for Bradley R Teets Investment Services, and has settled her family here in Punta Gorda. Sommer has two daughters, Paige and Scottlyn. She also has a special appreciation for the importance of the love of family. In Today's complex financial world, Sommer sees her work as providing more than financial advice or executing trade orders. It's about making a difference in the lives of our clients and maintaining great, and often lifetime relationships.
Kerri L. Duffey, Financial Advisor Associate
Kerri began her financial career at a community bank in her small hometown in Southeastern Ohio. She grew up on a family farm where she learned the value of hard work and helping others, which she developed into her passion for helping individuals with their financial needs and exceptional customer service. Kerri has always had a place in her heart for Florida. After being introduced to its beauty after many years of visiting her grandparents in Southwest Florida, she decided to relocate in 2010. With 15+ years in the financial industry, she has had the opportunity to use her education and experience to excel in many different financial aspects from lending, management, and into the Private Bank. Kerri’s career advanced as a Private Client Investment Banker with JP Morgan Chase Bank, when she decided to continue with her ambition in the investment division while completing her Series 65 with an advanced role as a Financial Advisor with our firm. She currently holds her Series 7, Series 6, Series 63, and Insurance-214 credentials.
Our Day At The Escape Room...