Simeon is still in the beginning his journey in the financial services industry. He graduated from the College of William & Mary in 2021 with a Bachelor of Arts in Economics and a minor in Finance. While at William & Mary, he attended the student-run Investment Club and was the treasurer of the club cycling team.

Simeon lives in Vienna, Virginia while maintaining an avid enthusiasm for reading, cycling, and practicing his French. He joined the Heritage team in early 2022 as a Business Analyst, assisting with various internal functions such as client billing, operational support, asset and trend charting and analysis, and IT. He is our newest Chief Compliance Officer, always available to assist us so we can best assist our clients, making him part of the foundation of what we do here at Heritage Wealth.