Simon is responsible for the plan design and compliance oversight of clients’ retirement plans. He specializes in educating institutional clients on the regulatory environment. He works to maintain relationships with clients, participants, outside vendors, and financial representatives. His goal is to deliver an exceptional client experience by ensuring that all expectations are met and exceeded.
He has earned a Bachelor of Science from Kent State University with a specialization in Finance and Applied Mathematics. He currently holds Qualified 401(k) Administrator (QKA), Qualified Pension Consultant (QPA) and Certified Pension Consultant (CPC) designations from the American Society of Pension Professionals and Actuaries. He has passed the Chartered Financial Analyst (CFA) Level I exam.
