Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Derek Gerstner is a CERTIFIED FINANCIAL PLANNER™ professional that joined the professionals at Simons Tax & Wealth Management, after graduating cum laude from Kansas State University in 2004. He currently holds his Series 7, 6,...
Randy Is an LPL Registered Representative at Simons Tax & Wealth Management
He joined the team in 2011 and currently has his Series 6 and 63 securities licenses held through LPL Financial.