Meet Simon
Simon joined our team as a Paraplanner in 2025. A passion for helping people make confident, informed financial decisions is what originally attracted him to the field, and he aspires to become a full financial advisor in the future. Simon is committed to supporting clients in achieving clarity and financial confidence in their financial lives and plays an integral role in assisting our advisors and enhancing the overall client experience.
In his role, Simon helps prepare financial plans, analyze investment portfolios, and research complex planning strategies. Whether it’s organizing retirement projections, modeling cash flow scenarios, or diving into the details of tax-efficient strategies, he brings both technical skill and attention to detail to every project.
Simon holds a bachelor’s degree in finance from the University of Connecticut. Prior to joining our firm, he completed two finance internships with local firms in New Jersey and an international internship with a nonprofit organization in London. These diverse experiences have shaped his analytical approach and deepened his commitment to building meaningful, trust-based client relationships.