David Simon

Director

David Simon brings over 40 years of tax experience to his role as Director. Inspired by his uncle, a CPA, he built his career specializing in income taxation and developing long-standing client relationships.

David is known for his hands-on, responsive approach and takes pride in being available to support clients with both complex issues and quick questions.

Outside of work, David is a former junior tennis champion who still plays regularly. He has a strong interest in military history and supporting service members, is a Chicago Bulls fan, and enjoys Mexican cuisine—especially ceviche de pulpo during visits to Nizuc Resort in Cancun.