Cory Sims, AWMA®, CRPC®, CES
Hi, my name is Cory Sims and I am the Managing Member and Investment Advisory Representative for Sims Investment Management, LLC. I received my BA in Business from the University of Cincinnati in 2011 where I graduated Summa Cum Laude with a double major in Finance and Real Estate. I've been in the investment business for twelve years. I was associated with Johnson Investment Counsel, Inc. from June 2009 – June 2012 and Valhalla Investment Advisory from June 2012 – November 2013.
In my personal time I enjoy spending time with my wife, Emily, giving back to the community through Junior Achievement, and being a part of several committees and groups with the University of Cincinnati. I also enjoy traveling, music, supporting Cincinnati sports teams, and general aviation.
Individuals who hold the AWMA®, Accredited Wealth Management Advisor designation, have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. The program is designed for approximately 120-150 hours of self-study. The program is self-paced and must be completed within one year from enrollment.
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. The program is designed for approximately 120-150 hours of self-study. The program is self-paced and must be completed within one year from enrollment.
Executive Administrative Assistant
Hi, I'm Sydney Engle, administrative assistant at Sims Investment Management. I've been with the company for about three years now. Before joining the SIMs team, I graduated in May of 2018 from Northern Kentucky University with a BA in Communications where I also minored in Electronic Media and Broadcasting. I was raised in Cincinnati alongside my three older sisters. I have a strong background in customer service and I love helping people!
In my spare time, I volunteer at a local animal shelter and work with dogs until they find their forever homes. I also enjoy hiking, traveling, reading, crafting, and spending time with my family and friends. I currently live in Madisonville, Ohio with my fiancé Mike and our dog Rosie.
Investment Advisor Representative
Hi, I’m Ryan Atkins, Investment Adviser Representative with Sims Investment Management, LLC. I graduated from the University of Cincinnati in 2015, where I received my BA in Business Administration. I grew up in Cincinnati and developed an interest early on in financial planning by learning about the stock market from my late grandpa. I love the opportunity to help others achieve long-term financial success that enables them to enjoy the people and activities that mean the most to them.
My other interests include the development and leading of a mentorship program for teenage boys focused on authentic masculinity and spiritual awakening. In 2020, I published my memoir, One Step Closer: How a Life-Altering Accident Led Me to Everything I Almost Missed. In my free time I enjoy following Cincinnati Bearcat athletics, reading, and consuming delicious spicy food. I currently live in Maineville, Ohio with my wife Stephanie.
Investment Advisor Representative
Hi, my name is Blake Bagshaw, and I’m an Investment Advisor Representative here at Sims Investment Management. I was born and raised in the small town of Hillsboro, Ohio (which is also where I currently reside). I attended Northern Kentucky University from 2009-2013 where I earned a Bachelor's Degree in Entrepreneurship. While at NKU, I had the privilege of playing baseball for the Norse. After graduating, I quickly went to work for the family business (Franchisees of YUM! Brand restaurants). After a successful tenure, and assisting in the selling of our business in 2018, I moved over to the field of finance. I’ve grown to love the industry and it has provided a great avenue to fulfill my passion of helping others achieve their dreams.
In my personal time, I enjoy spending time with my wife, Kayla, our son, Grayson, and our two dogs, Tucker & Riggs. I’m an outdoor enthusiast and I always enjoy hitting the links for a round of golf, hanging out with other family and friends, assisting in community projects, and traveling.
Cincinnati OH Area Solicitor
President of Integrated Financial Strategies
Hi, I'm Jerry Allen Taylor. I'm a fourth-generation Cincinnatian who grew up in Westwood and I graduated from the School for Creative and Performing Arts. After graduating from the University of Cincinnati in 1996 with a B.S. in Mechanical Engineering Technology, I moved to Oregon, where I worked professionally and later attended the University of Oregon College of Business, earning my MBA in 2001.
I have combined over 10 years of business experience in financial services, quantitative analysis skills, and an easy-going personal style when working with clients to help them achieve increased efficiency in their financial lives. My background in the arts has helped me to work with and relate to individuals, families, and businesses from a diverse set of cultural and professional backgrounds.
In my personal time, I enjoy volunteering in my community and through Crossroads Community Church in Oakley, including mentoring of a high school student. I also love to travel, learn about music history, go to live concerts, and work on my classic 1964 Cadillac. I live in Bellevue, Kentucky with my wife Connie, where I enjoy my three pets, gardening and doing home projects.
We look forward to working with you!