The Simonson Group

As part of our relationship with Focus Financial, we have access to over 80 financial advisors who specialize in various areas of financial planning. If we don't have the answer to your question, we are able to easily find the answer through our additional professional resources.

Tracey Simonson, CFP® | CERTIFIED FINANCIAL PLANNER™ | traceys@focusfinancial.com | Connect on LinkedIn

Tracey has over 28 years of industry experience. As a CERTIFIED FINANCIAL PLANNER™, she adheres to the Certified Financial Planner's Board of Standards, which requires ongoing certification. The three main identifying features of Tracey's work and The Simonson Group are:

Investment Management
Retirement Planning
Financial Education

Tracey encourages her clients to embrace her vision of financial planning: Plan • Focus • Achieve. Having a plan has shown itself time and time again to be the key in accomplishing success in financial planning. With Tracey, you'll have a plan and the focus needed in order to achieve your goals.

Shannon Prendergast | Client Service Manager to Tracey Simonson | shannonp@focusfinancial.com

Shannon was in the mortgage industry for over 20 years and decided to make a career change and joined The Simonson Group as Client Service Manager.

Shannon prides herself in being a ‘paper person’ and is your go-to person for all of your administrative needs or inquiries including: account questions or balance inquiries, new account paperwork, address or phone number changes, beneficiary information updates, check requests, distributions, trade processing, account transfers, rollovers, cost basis or copies of your 1099. She also manages Tracey’s calendar and will assist you in scheduling meetings.

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