Meet Your Team

SIMA Wealth Partners > Meet Your Team

At SIMA, we have a team of professionals to identify, communicate and capitalize on experience and expertise in a diverse and complicated world.  We believe in a team approach to managing your wealth and financial affairs and pride ourselves in providing a true 360° perspective on each client’s unique financial condition – a perspective that comes only from a deep commitment to understanding each client’s values, goals, concerns, risk tolerance and expectations.  We are dedicated to the ongoing advancement of our professionals and celebrate the long-term stability of our team.  Such a commitment to our people ensures that every client has the opportunity to experience the value a meaningful relationship can have on one’s financial legacy.

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Mark A. Jones

President, Managing Partner
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Kerri Coby White

Communications Director
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Jennifer Monahan

Investment Wealth Partner
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Samantha Truda

Client Services & Operations
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Aynsley T. Cosby

Investment Wealth Advisor
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Nita Breedlove

Office Manager

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