We intend to serve the community by helping select families prepare for their financial needs and select businesses to grow. We will reach out to help in the ways you need and when you need it. I want our community to be the direct beneficiary of my years spent as a financial regulator and to be a team player for your benefit.

I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Prior to joining Edward Jones, I worked in the insurance industry as a financial regulator for 15 years. While employed as a regulator, I worked for the insurance departments of 16 states. We reviewed all matters of policy holder service and state financial laws guiding the industry. As a regulator, I previously maintained the designations of Certified Financial Examiner (CFE); Accredited Insurance Examiner (AIE); Fellow of Life Management Institute (FLMI); Associate in Customer Service (ACS); and Associate Insurance Regulatory Compliance (AIRC). Additionally, I spent five years in the accounting profession and began my financial advisor career in 1991. I've also added the AAMS® professional designation to my brokerage credentials.

My community involvement proudly includes membership of the Canton GA Rotary Club, Cherokee Chamber of Commerce and Loyal Order of Moose Lodge. I am an administrator for my Sunday School and participate in numerous other charitable community events.

The Simon family is originally from Wisconsin and moved to Georgia in 1974. Locally, I graduated from North Cobb High School, attended the University of Georgia and graduated Kennesaw State University. My four siblings live in Florida, Georgia and South Dakota, where my niece and nephew also live.

My Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Motorcycles
  • Movies & Entertainment
  • News & Media

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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