Simon is a Wealth Management Advisor at Northwestern Mutual, holding CFP®, RICP®, and CLTC® designations. He specializes in creating tailored financial plans for successful professionals and business owners, drawing on his BSc in Business Economics & Finance from Loughborough University to inform his strategies.
Originally from London, Simon is an avid rugby player who moved to Aspen for the sport. He now enjoys skiing and snowboarding with his two daughters and is actively involved in his community as a board member for the Aspen Young Professionals Association.
Unique fact: He originally moved from the UK to the United States to play rugby for the Gentlemen of Aspen.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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