Meet Our Team

Jack Simmons, CPA/PFS

Founder and President

Kyle Simmons, CFP®

Advisor

Stephanie Wong, CPA

Tax Manager

Sarah Bryson

Administrative Assistant

Scott Tracy, CPA

Tax Director

Ray Stevens, CPA

Tax Specialist

Susan Town

Operations Lead

Contact Us

Find Us:
15770 Dallas Parkway, Suite 150
Dallas, TX 75248

Call Us:
‌(972) 404-1040‌

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