Our Team

 

 

 

 

 

 

 

 

 

 

 

 

 

Jared L. Simon, Member

Designations: CPA, CFP®, MSA

B.A. in History, Illinois State University

M.S. in Accounting, DePaul University

FINRA Registrations: Series 7, Series, 63, Series 65

Insurance Licenses: Health, Life, Variable, Long Term Care

Member of the American Institute of Certified Public Accountants and the Illinois CPA Society

 

 

Form ADV 2B

Jared has assisted his clients with their financial needs since 1991.  He takes the time to explain complex tax and financial issues in a way all can easily understand.  By providing a rational approach to his wealth management clients' financial needs he helps them to achieve their short and long-term objectives.  Jared provides individual and corporate tax services, corporate accounting and financial statement preparation, and business consulting services.  He serves as lead auditor and guides non-profit clients with managing their state and federal filing requirements.  Jared resides in Arlington Heights with his wife Meryl and they are the proud parents of 1 son in college, 1 son in high school, a daughter in grade school, and a very spirited dog which all keep him quite busy. Luckily, Jared likes to stay active. He holds a black belt in Aikido, runs regularly and loves playing tennis.  If you are in the northwest suburbs of Chicago and looking for a match give him a call!

 

Laurie holds a B.S. in Accounting from Miami University, Oxford, Ohio.  She has been with RJ Simon since 2001.  She works closely with our business clients assisting them with their accounting, bookkeeping, corporate tax returns, and payroll processing needs.  When Laurie is not at the office, she enjoys volunteer work, spending time with her dog and entertaining her friends and growing family.  She likes vacationing and traveling the world with her husband.  Laurie loves everything Chicago including our sports' teams (she is a Cubs fan) the fabulous theatre and of course, pizza!

 

Jillian earned a B.S. in Exercise Physiology from Northern Illinois University.  She is our Client Services Specialist and has been with our wealth management team since 2009 bringing many years of experience providing red carpet service.  Whether you want to update the beneficiaries on your IRAs or insurance contracts, receive our newsletters, or schedule appointments, she is here to help with any of your account servicing needs.  Jillian lives with her husband and two sons and enjoys snow skiing, interior design, ballroom dancing and taking long walks with her dog. She loves to play tennis and, like Jared, would be up for a match anytime. Doubles anyone?