Jack Simmons, CPA/PFS

Founder and President based in Dallas, Texas

I founded J.E. Simmons & Company with the goal of creating a fee-only financial planning and advisory firm built on honest counsel and personalized service. From the beginning, my focus has been on working with doctors and dentists who own their practices.

After graduating from Baylor University in 1978, I began my career at the international accounting firm Peat Marwick. I earned my CPA license and spent several years working in consulting and business turnarounds. Over time, my work became increasingly focused on dental and medical practices, and eventually expanded into comprehensive personal financial planning for practice owners.

I am a Certified Public Accountant and Personal Financial Specialist™, and a member of the American Institute of Certified Public Accountants and the Academy for Private Dental Practice. Over the course of my career, I have guided numerous practice owners through complex financial decisions, including practice sales, real estate transactions, and long-term planning strategies.

That experience has given me deep insight into the financial challenges faced by high- and ultra-high-net-worth professionals in the medical and dental fields. Today, I continue to work closely with clients to help them navigate important decisions with clarity and confidence.

Outside of work, I enjoy spending time with my family, serving on the boards of several charitable organizations, grilling and smoking on my outdoor patio, and following the Dallas Cowboys and college football.

Education

Awards

• CPA of the Year award from the Texas Society of CPA
• Outstanding Entrepreneur Award from Wells Fargo

• AICPA Personal Financial Specialist

• Academy of Private Dental Practice

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