Simon began his career in financial services after graduating from West Chester University and is proud to help educators achieve their financial goals. While focusing on the retirement benefits of educators, he enjoys combining financial literacy with comprehensive planning to develop trust and understanding.
Proud to be part of Educated Wealth Strategies, Simon aims to help education professionals beyond their pension and 403(b) plan. With the firm’s mission to elevate the level of financial services provided, he works diligently, placing educators and their family’s needs first.
Simon grew up in Chester County and currently lives in West Chester, PA. Outside of work, he enjoys trying new restaurants, traveling, and spending time with his family.