Meet Our Team
The firm has gathered together a group of dedicated individuals with combined experience of nearly 115 years. Our team spends time expanding their knowledge and earning additional certifications to better serve our clients.
Contact us today for a complimentary initial consultation.
Ernest L. Sims, CFP®
President, Investment Adviser Representative*, Registered Principal*
- CERTIFIED FINANCIAL PLANNER® professional
- FINRA Series 6, 7, 24, 27, and 63 (held through Commonwealth Financial Network)
- Over 40 years experience with Sims Financial
*Of Commonwealth Financial Network®
Danine Mueller, CDFA®
Investment Adviser Representative*, Registered Representative*
- FINRA Series 6, 7, 63, and 65 securities registrations (held through Commonwealth Financial Network®)
- Graduate of Villanova University with a BS in finance
- Over 30 years of industry experience, with prior experience at The Vanguard Group
- Joined Sims Financial in 2003
*of Commonwealth Financial Network®
Lexie Byrne
Registered Director of Client Relations
- FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®)
- Joined Sims Financial in 2021
Lauren Mueller
Financial Paraplanner
- FINRA Series 7 securities registration (held through Commonwealth Financial Network®)
- Joined Sims Financial in 2024
Magnus Sims
Financial Paraplanner
- FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®)
- Joined Sims Financial in 2024
Patricia Scudder
Staff Member
- Graduate of Mount St. Mary's University with a BS in sociology
- Over 20 years of experience in the industry, with prior experience at U.S. Trust
- Originally joined Sims Financial in 1995 and returned in 2016 after raising her family
Linda Sims
Registered Staff Member
- FINRA Series 6, 7, and 63 securities registrations (held through Commonwealth Financial Network®)
- Over 20 years of experience with Sims Financial