I am a financial advisor at Simonson Wealth Management, and have worked in the financial services industry for three years. Prior to joining First Financial Equity Corporation, I worked with the team as a client service associate at Morgan Stanley. I hold both a Series 7 general securities representative (GS) license and a Series 66 Uniform Combined State Law securities license. I enjoy working closely with clients to help them monitor their investments and track their performance. I oversee the technological aspects of the team as well as helping to research investments, marketing, and account analysis. I look forward to providing clients with superior care and believe the family dynamic within the Simonson Wealth Management team creates an outstanding experience.
I am the eldest son of John Simonson and the newest member of the team. I was born and raised in Tucson, Arizona and graduated from the University of San Diego in 2014 with a degree in Business Administration. While attending the University of San Diego, I was the president of the Phi Kappa Theta Fraternity and participated in many sports. I played club water polo for two seasons and coached the team for a season as a senior.My time in Phi Kappa Theta taught me many lessons about how to run an organization and work efficiently. After my time as president, I was elected as one of two undergraduate members to the national board of trustees where I served a two-year term.
Outside of the office, I enjoy weightlifting, martial arts, and being outdoors. Citing Joe Rogan as my personal hero, I respect the successful entrepreneur for his strong work ethic and ability to always say what he believes. Loyal and determined, I never stop looking for ways to improve myself personally and professionally.