Meet Our Team

The firm has gathered together a group of dedicated individuals with combined experience of nearly 200 years. Our team includes CERTIFIED FINANCIAL PLANNER^™ professionals, Certified Divorce Financial Analysts^®, Chartered Financial Analysts^®, and Certified Public Accountants.

Ernest L. Sims, CFP®, CDFA®

President, Investment Adviser Representative, Registered Principal

[email protected]

CERTIFIED FINANCIAL PLANNER™ professional
Certified Divorce Financial Analyst® (CDFA®)
FINRA Series 6, 7, 24, 27, and 63 (held through Commonwealth Financial Network)
Over 30 years experience with Sims Financial

Danine Mueller, CDFA®

Investment Adviser Representative, Registered Representative

[email protected]

FINRA Series 6, 7, 63, and 65 securities registrations (held through Commonwealth Financial Network^®)
Graduate of Villanova University with a BS in finance
Over 25 years of industry experience, with prior experience at The Vanguard Group
Joined Sims Financial in 2003

Linda K. Sims

Registered Staff Member

[email protected]

FINRA Series 6, 7, and 63 securities registrations (held through Commonwealth Financial Network^®)
Over 20 years of experience with Sims Financial

Patricia Scudder

Staff Member

[email protected]

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

Karis Sherbert

Registered Staff Member

[email protected]