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 holds various insurance licenses for life and health, the Series 66 and 7 securities licenses, and the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.
Simon’s education and experience lets his team’s clients enjoy 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 for success from startup to progression planning.
“My team and I strive to give an unparalleled client experience helping each client fully realize and achieve their financial goals.”