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OUR TEAM

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EXPERIENCE THE POWER OF COLLABORATION

Your full financial picture is more than just a balance sheet, and it takes more than a single advisor to grow, manage, and protect your wealth for the future. Our team collaborates to help you do more of what you love now while building a secure tomorrow. We focus on your best interests and measure our success by your lifelong financial strength and stability, as well as your ongoing peace of mind.

Each member of our multi-generational team brings their skills and expertise to the table so that we can follow through on our promise of thoughtful guidance–doing whatever it takes to align your financial interests with the right opportunities at the right time.

CREDENTIALS AND DESIGNATIONS

A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.

The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.

The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.

A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.

The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.

The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.

Our Team

Christian Dill CFP®, CFA®, CLU®, ChFC®

Wealth Management Advisor

Bryce Alan Simon CFP®, ChFC®, RICP®, CLU®, WMCP®

Wealth Management Advisor

Jeremy Steven Goulet CFA®

Associate Wealth Management Advisor

Pat Neykov CFA®

Associate Wealth Management Advisor

Brianna Stachorek

Practice Manager

Karina J Gonzalez

Whitney Wilder

Scheduling Coordinator

EXPERIENCE WHAT YOU’VE BEEN MISSING. SCHEDULE A CONSULTATION WITH SIMON, DILL & ASSOCIATES TODAY.

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