Our Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

We will be there for all your life events and support and assist you as best we can.

Jared L Simon, CPA, CFP^R has assisted his clients with their business, tax and financial planning needs since 1991. A Chicago area kid born and raised, Jared received a BA in History from Illinois State University and a Masters of Accounting from DePaul University.

For 30 years, Jared has taken the time to explain complex tax and financial issues in a way all can easily understand.  He has built strong relationships with his clients and is honored to be a trusted advisor. Experienced in both tax and investment planning, he can integrate multiple disciplines to provide you with a plan that efficiently achieves your objectives.

By providing a rational approach to his wealth management clients' financial needs he helps them to achieve their short and long-term goals. Jared provides individual, trust, estate, and corporate tax services, accounting and financial statement preparation, and business consulting services.

Jared resides in Arlington Heights with his wife Meryl and they are the proud parents of 3 great kids and a very cute dog. 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.  She is here to help with any of your account servicing needs.  Jillian and her husband have two grown sons. She enjoys travel, 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?