Our Why

Helping you Lead a Life of Greater Financial Security and Personal Success

 

Investments

Investments play a key role in your financial security plan. A diversified portfolio that closely matches an investor’s financial profile and tolerance for risk is essential to a achieving financial freedom.

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

Retirement Planning

Retirement planning today has taken on many new dimensions. Let us review your old 401(k) and show you the benefits of rolling it into an IRA.

Our Team

Sydney Harden

Executive Administrative Assistant

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Hi, I'm Sydney Harden, administrative assistant at Sims Investment Management. I've been with the...

Ryan Atkins

Investment Advisor Representative

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Hi, I’m Ryan Atkins, Investment Adviser Representative with Sims Investment Management, LLC. I...

Connie Lawless

Client Service Assistant

Hi, my name is Connie Lawless and I am a Client Service Assistant with Sims Investment Management. I am the newest...

Michael Perry

Investment Adviser Representative

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Hi, I am Michael Perry, an Investment Adviser Representative with Sims Investment Management, LLC. I...

Meet our team

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We manage assets for individuals and families, providing investment management, and financial planning services.