As a CERTIFIED FINANCIAL PLANNER, Dave understands firsthand how planning can make a real difference in his clients’ lives. He is truly gratified watching a multigenerational plan come to fruition. From fostering a relationship built on trust and accessibility, to managing an investment strategy based on defined goals and objectives, he stands by that plan through retirement and beyond.Dave is the creator of The PAIR Principle. The acronym stands for: P (the “Plan”), A (“assess” market conditions), I (utilize appropriate “investments”), R (“review” periodically). This is the guiding force behind the Simons/Cordes planning process.
Seeing success play out over time is Dave’s goal for every client. In addition to his broad-based planning knowledge, his passion and experience in comprehensive wealth management has earned him dozens of appearances on radio stations across the country, as well as on television and in business publications. Dave is equally passionate about his life outside of business. He sits on the the Advisory Board for the Fellowship of Christian Athletes (FCA), the Planned Giving Committee for Ronald McDonald House, and serves in a variety of roles within his church, including membership on the Board of Directors.
Dave and his wife are now officially empty nesters. His daughter has a Master’s in Educational Psychology and is currently in charge of a psych lab at the University of Houston. His son is currently enrolled at Maryville University in St. Louis and is majoring in exercise science. But Dave's world is hardly slowing down. He is a dedicated triathlete and competes in multiple races throughout the year and around the country. He and his wife are active in their church and enjoy their three dogs – two Shelties and a Bernese Mountain Dog.
Dave is a 1984 graduate from the University of Missouri-Columbia.
Registered States:
AZ, CO, DC, FL, GA, IA, IL, IN, KS, KY, MI, MO, MT, NC, NH, NJ, NV, OH, PA, SC, TN, TX, VA, WI