About Us

Administrative Assistant
Kimberly Simard

MY STORY

Kim Simard joined Chase Financial Group in 2016 to assist Bill and Will Chase with the administrative needs of their financial services practice. The Chases were specifically looking for someone who was very service-oriented, but did not have any financial services background.

Organizational ability, resourcefulness, and a client-centered approach are exactly what Kim brought to the table. Though she was new to the world of insurance and investments, Kim had worked as an office manager at a large electrical safety company and accounts payable for a government contracts company. She possessed the friendly, positive attitude the Chases sought for their practice.

The truth about money is… It’s perfectly OK to talk about it.

Today, Kim’s is the friendly voice you will hear when you contact Chase Financial Group. In addition to providing a heartfelt welcome, Kim is responsible for running proposals, assisting with applications, paperwork, and scheduling annual reviews.

It also turns out that her values align with those of the Chases. “We are on the same page when it comes to how we serve our clients,” she says. She appreciates the warm feel of the boutique financial planning practice, and the fact that clients are treated like family.

Originally from Massachusetts, Kim has lived in Sarasota since 2015. Two of her adult children live in Tampa, one in Sarasota, as does her only grandchild. In her free time, Kim loves going to the beach and to be surrounded by her family.