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.

Kristi Garcia

 Operations Manager

Operations Manager of SFG and Personal Assistant to Bill Simonet, Kristi has over 18 years of administrative experience developing and implementing strategies for more effective business operations.

Dylan Amesur

 Planning Associate

An Associate Financial Advisor with SFG, Dylan has a diverse background in building and successfully transitioning small businesses and helping young individuals and families in the areas of fundamental financial planning.

Kerry Ann Pearce

 Client Services Associate

The first point of contact for clients at SFG, Kerry Ann has more than a decade of experience in sales and marketing with an expertise in Real Estate development that is only overshadowed by her hard work and determination.

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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