Kyle Simmons, CFP®

Partner and Advisor based in Dallas, Texas, serving business owners nationwide

After graduating from Texas A&M, I began my career in strategy and management consulting in Houston. I worked with Fortune 500 clients across multiple industries, developing a disciplined approach to problem solving, financial analysis, and operations.

I later joined one of my clients full time, serving in corporate finance, supply chain, and operations roles. Much of my work focused on over $1 billion of company acquisitions, including transaction analysis, post-acquisition integration, and building shared services across the enterprise. As a general manager, I was responsible for a team of 50 and a $20 million annual budget.

In 2018, I returned home to join the family business. I am a CERTIFIED FINANCIAL PLANNER™ professional and registered with the SEC as an Investment Adviser Representative.

I joined J.E. Simmons and Company in Dallas to extend my father’s vision of providing integrated financial, tax, and investment advice to high-earning professionals and business owners. I especially enjoy helping clients balance business growth with personal wealth goals, whether that means structuring retirement plans for practice owners or evaluating the financial impact of adding a partner.

My background in M&A and operations allows me to bring large-company financial thinking to privately held businesses. I help clients navigate complex, high-stakes decisions with clarity, from evaluating acquisition opportunities to improving cash flow and long-term sustainability.

Outside of work, I enjoy spending time with my wife and our three kids, and cycling whenever I can.  I volunteer at our elementary school in Richardson, Texas.

Education

Work Experience

• General Manager, Kirby Inland Marine
• Financial Analyst and Supply Chain Manager, Kirby Corporation
• Strategy and Management Consulting, Booz & Company

XY Planning Network
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.