About SIMA Financial Group
About SIMA Financial Group
Welcome to SIMA Financial Group, where our personalized service, local expertise, and comprehensive approach set us apart. Since 1985, we have grown from a modest accounting firm into a full-spectrum financial services and consulting firm, offering a range of services tailored to meet your unique needs.
Our holistic approach leverages the strengths of our diverse team to provide detailed, customized solutions across various financial disciplines. With a focus on building close client relationships, we ensure you receive exceptional service and thorough, accurate work every time.
Discover how we can help you achieve your financial goals by exploring our story, values, and the dedicated professionals behind SIMA.
Our Approach
We follow a structured process to ensure your financial success. From analysis to implementation, our comprehensive approach addresses your unique needs and goals.
1
Analyze
We begin by looking at it through your lens to understand your entire financial picture.
2
Identify
The SIMA team then takes it down to basics, identifying what is & isn’t working.
3
Strategize
Our consultants collaborate to build a financial & operational strategy just for you.
4
Implement
Then we implement solutions to alleviate your financial and business pain points.
Our Team
The team at SIMA Financial Group is composed of experienced and dedicated professionals who are committed to helping our clients achieve their goals.
Their expertise and vision drive our company’s growth and ensure we deliver exceptional service. Meet our team members and learn more about their backgrounds and roles.
Tina Liesfeld
Nita Breedlove
Kelly Davis
Nathan Schnell
Lisa Lugo
Stephen Fishel
Chris Capehart
Will Tyler
Yi Mao, AIF
Mark Jones
Curtis Smotrys
Bryan Killian
Colton Jones
Emma Reidy
Jacob Tibbs
What We Believe
Our core values drive everything we do at SIMA Financial Group. These principles guide our actions and define our commitment to our clients, our community, and each other.
Excellence Is Essential
What we do, we do well. We are dedicated to achieving high standards in everything we do. Excellence is not what we strive for – it’s our standard.
People & Purpose
We value our people, our clients and our community. We believe in our people and empower them to use their talents to achieve both personal and company goals.
Impact Is Inherent
Our decisions are meaningful. Every action has a reaction. We aim to think beyond ourselves and to realize how our decisions affect others.
Ownership & Action
Everyone is responsible for the outcomes we produce. We own our work, relationships, and personal development. We strive to produce powerful outcomes for those we serve. Always valuing thoughtful action above lofty ideas.
Integrity Is Our Instinct
We do the right thing by default. Integrity is the foundation of great people and leaders. We hold ourselves and our partners to the highest standards of moral and ethical principles.
Collaboration Is Our Cornerstone
We believe we are able to achieve more together than alone. We are open-minded and engage each other to understand different perspectives and ideas. We value those we work with.
The SIMA Story
Explore the milestones that have shaped SIMA Financial Group into a comprehensive financial services and consulting firm, dedicated to helping our clients achieve their financial goals.
1985
Accounting firm, Mark A. Jones & Associates, is founded by Mark Jones.
1997
SIMA Wealth Partners is formed to offer entrepreneurs and their families a wealth management solution.
2000
SIMA Benefits Consulting Group is formed to offer employee benefits.
2007
Accounting and payroll division splits, to form SIMA Payroll Solutions.
2011
Mark A. Jones & Associates is rebranded to SIMA Financial Group, Inc.
2015
SIMA Benefits Consulting Group acquires multiple benefits practices, growing our team.
2016
Retirement and wealth management division is split into two separate departments, forming SIMA Retirement Solutions.
2019
SIMA Technology Group is formed by two local consultants to provide managed technology solutions to SIMA clients.