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Dave Simon

MBA, Finance
Certified Financial Planner
Chartered Financial Consultant
Chartered Life Underwriter
Investment Committee

Image by Evan Wise


David Simon is the Senior Managing Director and co-founder of SRS Capital Advisors (parent company of WellthPartner). 

David earned his M.B.A. from The Colgate Darden Graduate School of Business Administration at the University of Virginia and a B.S. from Arizona State University. While attending the University of Virginia, he received advanced training in federal income taxation, estate planning, and gratuitous transfer taxation at the University of Virginia School of Law. David is a Certified Financial Planner™ (CFP®) and a Chartered Life Underwriter® (CLU®). In 2015, David was awarded an honorary appointment as a Visiting Executive Lecturer at the Darden Business School at the University of Virginia.

David is a current or past board member of: CollegeInvest® (State of Colorado’s 529 Plan), Colorado I Have a Dream Foundation (Past-President), ACE Scholarships, Darden Alumni Board, Parkinson’s Association of the Rockies, Southwest Counseling Associates (Past-President), and NAIFA (Past-President).

David, his wife Julia, and his three sons, Jack, Henry, and Thomas now reside in Cherry Hills Village, Colorado where they enjoy skiing, golfing and the other outdoor activities Colorado has to offer.

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