Simon is an Associate Financial Adviser at Certior Financial Group. His responsibilities include fostering client relationships, supporting lead advisers, and helping to implement strategies unique to each household’s goals. Simon provides clients with financial plans that promote their wellbeing and allow them to lead meaningful lives.

Simon’s career in financial services began at Equitable where he worked with educators and their families to plan for retirement while maximizing pension benefits, identifying key shortfalls and providing appropriate solutions. Building on his desire to round out his expertise, Simon transitioned to Creative Capital Wealth Management Group where he served accredited households utilizing alternative investments and tax mitigation strategies.

Beyond work, Simon enjoys spending time with his girlfriend and their four cats. His hobbies and interests include swimming, travel, food, board games, soccer, and time spent with friends & family. His favorite meal is beef bourguignon and he believes that soup is not a seasonal dish.