Simon's passion is providing simple solutions to complex problems for his private business-owner clients. His focus is on coordinating a full range of wealth and estate planning opportunities related to intergenerational wealth transfers.
Having spent several years at a commercial bank, Simon grew to realize that the only way to build robust and truly customized solutions for his clients is through the autonomy of the independent world. As both an insurance and investment advisor, he puts in motion tailor-made solutions to help his clients achieve their goals.
Simon prides himself on providing exceptional service and finds great satisfaction in being a resource his clients can rely on at all stages of their financial journey.