Summerlin Wealth Management Team
CA Insurance Lic: 0M47984
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Mr. Simons specializes in retirement planning and investment planning. He designs retirement plans and investment advice solutions specific to each client's financial situation. Prior to joining AmeriFlex®, Mr. Simons spent 24 years as a Financial Advisor at a Credit Union in Las Vegas. Mr. Simons previously worked with educators to reach their financial goals and is now looking forward to expanding his business to all professionals and those in need of help reaching their financial goals.
Mr. Simons earned his Bachelor's degree from BYU, where he majored in Family Financial Planning. Mr. Simons holds the following FINRA securities licenses: Series, S24, S7, S65, S63, S22, S6 in addition to his Nevada and California Life Insurance licenses.
Birthplace: Long Beach, CA
Passions: I love music and spending time with family.
Family life: Provide a helping hand to my 5 children and 3 grandchildren whenever possible.
Favorite quote: “Life can only be understood backwards; but must lived forwards…”