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Retirement & Wealth Management Team

SIMA Financial Group > About Our Company  > Our Team > Retirement & Wealth Management Team

Mark Jones

Founder, Managing Partner SIMA Financial Group

Jennifer Monahan

Investment Wealth Partner SIMA Wealth Partners

ASHLEY VICE, CFA, CFP

Portfolio Manager

Aynsley Cosby

Investment Wealth Advisor

HANNA KILLIAN

Client Services & Portfolio Adminstrator
Kerri Coby White

Kerri Coby White

Communications Director

Nita Breedlove

Office Manager

Bob Jones

Office Support