Our Team

Our team members have had years of experience with financial management.

Bill Simonet, CFP™

 Managing Principal

A CERTIFIED FINANCIAL PLANNER™ and Principal Advisor of Simonet Financial Group, Bill has nearly 10 years of experience in the industry empowering people to take financial steps towards their dreams.

Jerri Kay Myers

 Operations Manager

With nearly 10 years of bookkeeping and office management experience, Jerri’s responsibilities encompass AP/AR, billing, time and appointment management, and customer service.

Kristi Garcia

 Client Services Associate

As the Client Services Associate at Simonet Financial Group, LLC, Kristi has over 10 years of office experience including office management and insurance.

What Matters is not the idea a man holds, but the depth at which he holds it. —Ezra Pound

We Have Been Featured in the Following Publications

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