Cory Sims AWMA®, CRPC®, CES

Managing Member and Investment Advisor Representative
513-278-7467

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 and our 8 month old son Carter, 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.

AWMA®

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.

CRPC®

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.

Certified Professional Coach

Sydney Engle

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.

Ryan Atkins

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.

Blake Bagshaw

Investment Advisor Representative
937-402-6231

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.



We look forward to working with you!