4700 S Thompson St., Suite C-101
Springdale, AR 72764
Simon was born and raised in Northwest Arkansas on a cattle farm that his parents Johnny and Theresa still own and operate today. He graduated with high honors from Rogers schools, then attended the University of Arkansas with double majors in Finance and Quantitative Methods.
Simon has held positions such as Chief Deputy Treasurer of Benton County and in various technical and financial consultative capacities for organizations large and small, public and private. He started as a Financial Advisor for Edward Jones in 2009 and partnered with Cornerstone Wealth Management in September 2017. Simon has various insurance licenses for life and health, and holds the Series 7 securities license through LPL Financial and the Series 66 through Cornerstone Wealth Management. Additionally he has an Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.
Simon’s education and experience empowers his team’s clients to pursue wealth preservation and growth through efficient capital allocation, tax efficiency, and estate planning/transfer. One of Simon’s passions in the finance industry is helping businesses use all of the methods available from startup to progression planning.
“My team and I strive to give an unparalleled client experience helping each client towards realizing and achieving their financial goals.”