One Team For All Of Your Goals
At SIMA, our team works together to help you achieve success, providing a unified and goal-oriented solution under one roof.
40+ Years In Business
30 Experienced Professionals
1,000+ Happy Clients
5 Financial Solutions
175+ Clients with Multiple Solutions
Who We Are
Our diverse team of skilled professionals is the key to our clients’ success. Our experts specialize in multiple industries, including Accounting, Payroll, Retirement, Technology, and Wealth.
This wide range of expertise allows us to offer comprehensive, tailored solutions that address all aspects of your financial needs.

Yi Mao, AIF

Will Tyler

Karen Capehart

Jennifer Betz

Mark Jones

Bryan Killian

Lisa Lugo

Curtis Smotrys

Tina Liesfeld

Emma Reidy

Colton Jones

Chris Capehart

Stephen Fishel

Kelly Davis

Jacob Tibbs


