Simone Zajac Wealth Management Group

Jim has over 30 years’ experience in the financial services industry and 17 years of experience as an entrepreneur. He worked as a tax consultant and accountant for Price Waterhouse before serving 11 years as a tax accountant and financial analyst for Sunoco Inc. in Philadelphia. Jim then went on to establish and serve as the CEO of Simone Financial Services, a boutique financial planning and accounting firm. Jim now serves as a Managing Partner of Simone Zajac Wealth Management Group, LLC.

Throughout his career, Jim has established a reputation as a sincere and deeply trusted business person. Under his leadership, Simone Financial Services has grown significantly, and more importantly has become well known for its integrity and focus on client service.

A graduate of St. Joseph’s University, Jim completed a BS in accounting in 1978. He is actively involved in philanthropic community projects in Camden, NJ. Jim, who has lived in Delran with his wife Cindy for over 25 years, has two adult children and 2 grandchildren.

Rick has a broad based financial planning background. He has 17+ years’ experience as a CPA and 9 years’ experience as a CERTIFIED FINANCIAL PLANNER™. That experience is complemented by the 10+ years he served as pension manager and then later medical plans manager for a Fortune 500 company. He uses all of this background and experience to help clients achieve their financial goals.

Like all of the planners at Simone Zajac, Rick prides himself on being an independent financial planner and doing only what is in the best interests of the client. He has an ability to simplify complex financial topics into terms that clients can better understand. He wants the entire financial planning process to be more transparent. He welcomes any and all questions and assures clients that he won’t let them make a bad decision.

In 1979, Rick graduated cum laude with a degree in finance from Lawrence Technological University in Detroit. He earned his MBA from Drexel University in 1987. A lifelong student, Rick became a CPA in 1990 and earned his CERTIFIED FINANCIAL PLANNER™ designation in 1999. He regularly attends conferences and seminars to keep abreast of leading edge financial planning topics.

Over the years, Rick has been involved in various community organizations such as the Jaycees, the LYA and the Spirit Soccer Club. In fact, Rick was once the “Jaycee of the Year” for the Exton Jaycee chapter.

In his spare time, Rick enjoys researching his family’s history, various outdoor activities and spending time with family and friends. He and his wife Mary Ann are 27+ year residents of the Exton/Downingtown area and are well known in the community. They have 4 adult children and 3 grandchildren who live in the area.

Daniel graduated from Drexel University with a degree in finance. After graduating he joined Simone Zajac Wealth Management Group, LLC in October 2004.

Since graduation, Daniel has demonstrated his commitment to the financial planning profession by attaining the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter (CLUr) designations. A CERTIFIED FINANCIAL PLANNER™ is a professional who is uniquely qualified to meet your financial planning needs, as they have met a strenuous criteria focused on education, examination, experience, and ethics.

As a team member with Simone Zajac, Daniel assists individuals and business owners in making a variety of financial decisions including investment planning, insurance and income protection, retirement planning, and 401k design and administration. He has also worked with individuals holding concentrated equity positions.

Involved in the community in which he works, Daniel is an assistant coach for Downingtown East High School’s soccer team, and is involved with the Chester County Young Professionals network. He is currently single and resides in West Chester, Pennsylvania.

Ben joined SimoneZajac Wealth Management Group, LLC in 2011 following numerous years of successful marketing experience, most recently in the pharmaceutical industry. As a financial advisor and registered representative, he understands the importance of working with integrity and a focus on client service. Ben is currently licensed to sell Insurance and Investment products and looks forward to any opportunity to work with individuals or business owners to help them achieve their financial goals.  While Ben possesses the necessary insurance and investment licenses, he is actively pursuing appropriate professional financial planning credentials consistent with the firm's philosophy.

Ben is a graduate of West Chester University of Pennsylvania with a Bachelor of Science in Marketing. He is married with two children and currently resides in Glenmoore, PA.

Denise has been working directly under Jim Simone for more than 12 years. Prior to this she spent 20 years as office manager for a small manufacturing firm. Denise enjoys assisting clients and responding to inquiries, maintaining accurate client records and most importantly maintaining strong client relationships.

In her spare time, Denise enjoys spending time at the New Jersey shore community of Ocean City. Denise and her husband Tom have lived in Cinnaminson for over 30 years and have two adult children.

Tracy Franciscus (Zajac) joined SimoneZajac Wealth Management Group as our administrative assistant in 2005. Prior to that, she was the human resources and benefits manager for a 100+ employee group headquartered in West Chester, PA. There she was responsible for all things pertaining to payroll, employee 401k, profit sharing plan, group benefits including LTD, STD, group life, and group health.

Tracy’s primary responsibility is to help us provide a flawless customer service experience. She is an operations and systems expert. At SimoneZajac, she has a wide range of responsibilities including compliance, licensing, operations, office administration, and processing. Her attention to detail helps to ensure that nothing falls through the cracks.

Tracy received a masters in business administration from West Chester University. She currently resides in Downingtown, PA with her husband and 4 children.