The DIEDERICH SIMMONS PEREZ Team
Challenging the Status Quo
What it Means to Work With Us
We are not bankers, brokers or salespeople. We are a family office for business owners and their families, a hub of your financial well-being, quarterbacking every challenge and finding winning solutions. Our team is comprised of talented and experienced advisors who have the pedigree and passion to serve your needs – no matter how complex. Our team of CFPs®, CPAs, CFAs and JDs is uniquely suited to help meet whatever needs your business and family have now or in the future. We leverage our collective expertise, skills and dedication to develop and execute a plan that is as unique as your business.
Our business model is designed to specifically serve your interests:
Business Owners
As a boutique firm that is 100% partner-owned, we understand your needs as business owners because we are business owners ourselves.
Fee-Only
We are a fee-only Registered Investment Advisor (RIA). That means we never accept commissions; you can trust our recommendations put your best interest first.
Custom Family Office Team
We build a team around each of our clients that anticipates, identifies and solves issues with an exceptional attention to detail before they become problems.
Meet our Team
Al Simmons
Partner
Charlie Carse
Client Service Manager
Katie Lewis
Client Service Manager
Pietro Nicastro
Client Service Manager
Joe Simmons
Client Service Manager
Debbie Reimer
Executive Assistant
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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The New Retirement Reality: Building a Strategy for a Longer, Healthier Life
by: Stephanie Rogers, CFA, CFP® – Senior Advisor Congratulations – you’ve reached retirement or you can finally see the light…
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Family Meetings
by Gene Diederich, Partner Growing up with six siblings and now having four children of my own, I’ve seen firsthand…
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Protecting Yourself from Identity Theft and Cyber Attacks
by Brie McDonald, CFP® – Advisor Panic set in as I woke up one morning to several notifications on my…