SIMA Wealth Partners, LLC

Heather Voight is a financial advisor with SIMA Retirement Solutions, LLC, holding a Series 65 credential and nine years of industry experience. Her career includes roles at SunTrust Advisory Services LLC and the Trust Company of Virginia. She currently serves as an Investment Adviser Representative at SIMA Retirement Solutions and SIMA Wealth Partners. SIMA Retirement Solutions provides consulting, education, and investment-policy services to retirement plans and plan sponsors, focusing on mutual fund and ETF recommendations with a buy-and-hold approach. The firm offers tailored, non-discretionary services and is notable for its pension consulting engagements and affiliations with related financial service companies.

Jennifer Betz is a financial advisor at SIMA Wealth Partners, LLC with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has been with SIMA Wealth Partners since 2012, also working at SIMA Retirement Solutions since 2017. Outside of advisory work, she assists with tax return preparation, tax projections, bookkeeping, and marketing for SIMA Financial Group, a related financial services firm. SIMA Wealth Partners is a registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $145 million in discretionary assets through a six-advisor team, offering tailored portfolio management, comprehensive financial planning, and oversight of third-party investment advisers.

Mark Jones is a financial advisor with SIMA Wealth Partners, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held multiple roles within affiliated SIMA entities, including managing partner of a CPA firm, Mark A. Jones & Associates, PC. SIMA Wealth Partners, LLC serves individuals, retirement plans, trusts, estates, and other business entities with discretionary portfolio management, comprehensive financial planning, and oversight of third-party advisers. The firm offers a range of investment strategies and operates a wrap fee program, supported by a network of affiliated accounting and insurance consulting businesses.

Colton Jones is a financial advisor at SIMA Wealth Partners, LLC with one year of industry experience. He holds the Series 65 designation and has worked at several affiliated firms, including SIMA Retirement Solutions, SIMA Financial Group, and Teamworks, LLC. Prior to his advisory roles, he was employed at ARMS Software, LLC and has an educational background from Virginia Polytechnic Institute and State University and Collegiate High School. SIMA Wealth Partners, LLC is a registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $145 million in discretionary assets through a six-advisor team and offers portfolio management, comprehensive financial planning, and oversight of third-party investment advisers.

Christopher Sill is a financial advisor at SIMA Wealth Partners, LLC with six years of industry experience. He holds a Series 65 designation and has worked at SIMA Retirement Solutions, LLC, SIMA Financial Group, Assured Partners, and OneDigital. SIMA Wealth Partners, LLC is a registered investment adviser serving individuals, retirement plans, trusts, estates, and other business entities. The firm manages approximately $145 million in discretionary assets with a six-advisor team and offers portfolio management, comprehensive financial planning, and selection and oversight of third-party investment advisers.

Shengyi Mao is a financial advisor at SIMA Retirement Solutions, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at JP Morgan & Chase. His background also includes roles outside finance, such as positions at Trader Joe's and Kids Duo. SIMA Retirement Solutions provides consulting, education, and investment-policy services to retirement plans and plan sponsors. The firm uses a buy-and-hold approach for mutual funds and ETFs and offers tailored services including investment policy development, fund selection, ongoing monitoring, and participant education.