Our Team

 

Jared L. Simon, Member

RJ Simon, LLC

RJS Financial Management, LTD.

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 helped his clients with their financial needs since 1991.  He enjoys helping people understand complex tax and financial issues.  By providing a rational approach to his wealth management clients' financial needs he helps them to achieve their short and long-term objectives.  He serves as the lead auditor and helps non-profit clients manage their state and federal filing requirements.  Jared likes to stay active.  When he is not watching or helping out his 2 older boys with their football or basketball teams he is chasing his young daughter around the house.  He has 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!

Ronald H. Simon, Member

RJ Simon, LLC

RJS Financial Management, LTD.

Designations: CPA

FINRA Registrations: Series 6, Series, 63

Insurance Licenses: Health, Life, Variable

 

 

Jillian Melinyshyn, Client Services Specialist

B.S. in Exercise Physiology, Northern Illinois University

Jillian has been a welcome addition to our wealth management team since 2009 and has many years of experience providing red carpet service.  She is here to assist you with any of your account servicing needs.  Whether you want to update the beneficiaries on your IRAs or insurance contracts, receive our newsletters, or schedule an appointment with Jared or Ron, she is here to help.  Jillian lives with her husband and two sons in the northwest suburbs and enjoys snow skiing, interior decorating, ballroom dancing and taking long walks with her dog.   She loves to play tennis and, like Jared, would be up for a match anytime. We could even give doubles a try!