A Lenoir native, Simon joined Dean Financial in June 2025 after graduating from the University of North Carolina at Chapel Hill with a bachelor’s degree in Economics. He holds his Series 65 license and proudly operates under the fiduciary standard, always putting clients’ best interests first.
Simon has a strong passion for helping people achieve their financial goals and secure their futures. Outside of work, he enjoys playing guitar and has recently started performing live with his siblings at local venues around Lenoir.