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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.

Success Starts Here

Who We Are

Founded in 1985 by Mark Jones, SIMA began as a humble accounting firm and has grown into a full-spectrum financial services and consulting firm.

Our mission is to help individuals and businesses achieve financial success through comprehensive strategies and solutions. We believe in excellence, integrity, and the power of collaboration.

See What Makes Us Different

Our Solutions

Accounting

Wealth
Planning

Payroll

Retirement

Technology

View All Solutions

40+ Years In Business

30 Experienced Professionals

1,000+ Happy Clients

5 Financial Solutions

175+ Clients with Multiple Solutions

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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.

Tina Liesfeld SIMA Financial Group Staff Accountant

Will Tyler, CPA President, SIMA Accounting Group

Emma Reidy SIMA Financial Group Client Services Associate & Receptionist

Curtis Smotrys, CPA SIMA Financial Group Tax Manager

Lisa Lugo SIMA Financial Group Staff Accountant

Colton Jones SIMA Financial Group Client Services Associate

Jacob Tibbs Network Administrator SIMA Technology Group

Karen Capehart, CPP SIMA Financial Group Senior Payroll Specialist

Mark Jones CPA MST AIF SIMA Financial Group Founder & Chief Executive Officer

Yi Mao, AIF Client Services Specialist SIMA Wealth Management and Retirement

Stephen Fishel, CPA, CVA, CGMA SIMA Financial Group Director of Tax & Advisory Services

Jennifer Betz Head of Private Client Services, SIMA Wealth Partners

Kelly Davis Chief Technology Officer & President, SIMA Technology Group

Bryan Killian SIMA Financial Group Senior Accountant

Chris Capehart SIMA Financial Group Assistant Controller

6. November, 2025.

Committed, smart, trustworthy, for nearly 10 years SIMA Financial Group is an exceptional partner providing a broad array of advisory services from accounting, employee benefits, retirement, corporate and tax planning. Peter E. Marcia President, YouDecide.com

25. September, 2025.

SIMA Financial Group has been our one-stop-shop for everything associated with our businesses for over two decades now, the past 25 years to be specific. During this time, we have created multiple startup companies, grown them to very strong national players within their industries, and successfully exited these businesses through strategic acquisitions. SIMA is absolutely our trusted partner in all financial matters including financial planning strategy, growth planning, fractional CFO support, accounting, tax, and M&A diligence and transaction support. There have been many companies market us over the years to try and obtain our business, including the largest companies in the financial industry, but there is no way we could ever form a partnership with the level of expertise and capability that SIMA brings to us. From our perspective, the relationship that we have with SIMA is as transformational to our businesses as any strategy that we have undertaken over the years. Kudos to SIMA and thanks for all of the years of partnership with many more to come. Mike Hurt, Co-Founder and Managing Partner of HBG Core Holdings, former COO and CEO of Amentra, former CEO of ARMS Software, and Managing Partner of A Better Way Athletics.

21. July, 2025.

I cannot recommend Will Tyler & his team at SIMA highly enough for their exceptional professionalism and accuracy in managing my finances and those of my company. Will’s attention to detail and timely advice have consistently added strong value to my business and is a significant factor in our success. Will has always been available at a moment’s notice to answer questions and is a trusted and reliable partner for all of our accounting needs. John Messersmith, President & Managing Partner of KPM Law

Disclosure *

SIMA Wealth Partners, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

SIMA Wealth Partners, LLC is affiliated with SIMA Retirement Solutions, LLC, a registered investment adviser. Certain individuals associated with SIMA Wealth Partners, LLC are also associated with SIMA Retirement Solutions, LLC.