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.

Mark A. Jones

President, Managing Partner

Kerri Coby White

Communications Director

Jennifer Monahan

Investment Wealth Partner

Nita Breedlove

Office Manager

Aynsley T. Cosby

Investment Wealth Advisor

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