Simon grew up in Utah and began his interest in finance from a young age. He started mowing lawns to earn money. Simon’s favorite class in high school was Financial Literacy.

Taught by Mac Fieldsted, this class left a lasting impression on Simon that caused him to pursue an education and career in personal finance. He went on to earn his bachelor’s degree in Personal Financial Planning with a minor in Business Management from Utah Valley University. Simon is passionate about doing what is right and in the client’s best interest. For him, it’s essential that clients feel heard, and he hones the precision and care it takes to achieve his clients’ goals every day.

Outside of the office, Simon is passionate about fishing, the gym, and spending time with his beautiful wife and close friends. He is looking forward to getting his first 10 lb. largemouth bass one day.