SIMA Wealth Partners, LLC

Heather Voight is a financial advisor at SIMA Wealth Partners, LLC with nine years of industry experience. She holds a Series 65 credential and previously worked at SunTrust Advisory Services and SunTrust Bank for five years. She is based in Richmond, VA. SIMA Wealth Partners serves individual investors, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and access to private-market opportunities, employing a multi-affiliate structure and a governance framework to manage affiliated services and conflicts of interest.

Jennifer Betz is a financial advisor with SIMA Wealth Partners, LLC in Richmond, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked with multiple affiliated SIMA entities since 2012. Outside of advising, she supports SIMA Financial Group by assisting with tax return preparation, projections, year-end planning, bookkeeping, and marketing. SIMA Wealth Partners serves individual investors—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market opportunities, employing a multi-affiliate structure that includes affiliated accounting and other services.

Mark Jones is a financial advisor at SIMA Wealth Partners, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively across multiple affiliated entities within SIMA, including roles in wealth management, retirement solutions, payroll, and accounting. Jones is also the managing partner of Mark A. Jones & Associates, PC, a CPA firm. SIMA Wealth Partners serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market investments, using a multi-affiliate structure that integrates several related financial and accounting services.

Colton Jones is a financial advisor at SIMA Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked within various entities affiliated with SIMA since 2023. SIMA Wealth Partners serves individual investors—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, broad-based financial planning, third-party adviser selection, and access to private-market investments, employing a multi-affiliate structure and an approach that combines fundamental and tactical analysis across multiple investment strategies.

Shengyi Mao is a financial advisor with SIMA Wealth Partners, LLC in Richmond, VA, holding a Series 65 credential and two years of industry experience. Prior to joining SIMA, Mao worked at JP Morgan & Chase for one year. SIMA Wealth Partners serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market opportunities while employing a combination of fundamental and tactical analyses across various investment strategies.