Simon grew up in Utah and developed an interest in finance at a young age. He was fascinated by the idea of compounding growth and started mowing lawns so he could invest the money he earned. At the age of twelve years old, he was embracing the concept of making money work for him. His favorite class in high school was Financial Literacy, taught by Mac Fieldsted, which left a lasting impression on him and inspired 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 acting in his clients’ best interests. He believes it’s essential that clients feel heard and applies precision and care every day to help them achieve their goals.

Outside the office, Simon enjoys fishing, working out at the gym, and spending time with his close friends. He looks forward to catching his first 10-pound largemouth bass one day.