David Simon ,

It is my honor and privilege to build, manage, preserve and transition wealth for a select group of clients – high net worth individuals, families and business owners – who have entrusted me to help them achieve their financial goals and objectives. My focus on comprehensive wealth management encompasses investment management concentrating on income and retirement planning, borrowing and liability management, risk management through insurance and other asset preservation strategies, trust planning and estate planning.

With over 30 years of experience as a trusted financial advisor, I have great appreciation for the importance of listening to and respecting my clients and understanding their current situation, their past experiences and what they want to accomplish in the future. I listen to my clients and I learn.

Given the complexity of comprehensive wealth management, I embrace the opportunity to work closely with my clients' legal and tax counsel and other advisors. Moreover, I believe comprehensive wealth management is very much a "family affair" and I also welcome the opportunity to meet with my clients' children and grandchildren and to inform and educate them about financial decision-making and the responsibility that comes with wealth. Business owners and their CPAs appreciate my expertise in managing retirement plans with a focus on cash balance plans.

As a graduate of Duke University, I am a strong believer in education and of serving the community in which I live. My interests include retirement with dignity for low income seniors, support for research of cures for chronic illnesses, and a furtherance of higher educational and fraternal activities. I am actively involved with Crohns and Colitis, Golden Slipper for Seniors and Alpha Epsilon Pi.