Our Team
Our team members have had years of experience with financial management.
Bill Simonet, CFP™
Managing Principal
Bill Simonet, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Principal Advisor of Simonet Financial Group. He has nearly 10 years of experience in the financial services industry and is committed to helping empower individuals, businesses, and families to take the financial steps necessary to live their dreams.
Bill is committed to the fiduciary duty by putting the interests of his clients first.
Mr. Simonet is a graduate of Everglades University, where he earned a Bachelor of Science Degree in Management. He has met the extensive experience, education, ethics, & training requirements of the CFP Board of Standards and holds the prestigious CFP® certification. Bill is committed to the fiduciary duty by putting the interests of his clients first.
Bill’s leadership and motivational talents developed while serving as a U.S. Marine. He is a decorated Operation Iraqi Freedom veteran and continues to serve needs of the community by serving as Bugler for Military ceremonies, volunteering in local events, and mentoring young students.
Bill has earned a strong reputation for honesty and integrity. He develops highly personalized financial plans for his clients and works diligently to help implement planning recommendations. As a result, most new client relationships are created through personal introductions from existing clients & partners.
Kristi Garcia
Operations Manager
Kristi Garcia is the Operations Manager of Simonet Financial Group and Personal Assistant to Bill Simonet. Kristi is a native of Dallas, TX and relocated to Austin in 2010. Kristi has over 18 years of administrative experience developing and implementing strategies for more effective business operations.
Kristi cultivates and maintains relationships with unaffiliated firms that provide value-added services to Simonet Financial Clients, such as legal, insurance, mortgage solutions, real estate, and more. In addition to managing those relationships, Kristi is responsible for the day-to-day operations of the firm.
In her free time Kristi and her husband Rod enjoy spending time with their pets, cooking, watching movies and traveling.
Max Diefenthaler
Financial Planning Assistant
Max Diefenthaler is an alumni of the Rawls College of Business at Texas Tech University with a degree in Business Finance and a minor in Economics. He has an extensive background working in financial related services ranging from accounting to financial analytics in the commercial real estate industry. He is passionate about expanding his financial literacy and therefore has decided to take on a new challenge in becoming a Financial Planning Assistant, with future goals of becoming a Certified Financial Planner.
Max is dedicated to constantly improving his skills and has a strong desire to learn and grow both professionally and as an individual. He has achieved many goals and received promotions at each company he has worked with. However, he wants to continue to challenge himself in the business world by taking on new ideas and broadening his network of connections.
Max desires to make a name for himself amongst his peers in the Financial Services industry, while making many successful partnerships along the way. Max includes passion into everything he does and looks forward to what the future holds in store.
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