Simmons Investment Management is a professional yet relaxed firm that has high integrity and a desire to see you thrive. Our philosophy is to treat money as a tool that you use to reach your goals and live a simpler, happier, and less stressful life.
We are located in Broomfield, Colorado and serve clients both locally and nationally. We can meet with you virtually, in your home, or at one of several Northern Colorado and Denver Metro area meeting spaces.
We are a Fiduciary and Fee-Only. This means that we don't sell products, we don't get paid commissions, and we don't receive referral fees. Instead we seek to reduce conflicts of interest by putting your interests ahead of our own in order to have a more objective relationship with our clients.
KYLE SIMMONS, CRPC™
Founder and Lead Financial Planner
Kyle graduated from the University of Colorado with a B.S. in Electrical Engineering. He worked as an engineer in the tech industry for over 13 years, interacting with engineers and tech professionals across a wide variety of industries such as communications, semiconductors, quantum, aerospace & defense, and education.
During that time, he saw many of his very smart and competent colleagues struggle with their finances due to lack of time and interest. Those discussions helped him decide to change careers and follow his passion of helping people with their personal finances.
When you work with Kyle, you're getting engineering reasoning and deliberate analysis applied to your financial life. He thinks like an engineer, taking a logical and efficient approach to investment management and retirement planning. He understands the amazing upsides as well as the aggravating downsides of what it's like to work in your industry because he used to too. He overcame his own risk aversion and made a plan to start this financial planning firm in pursuit of his own version of a great life.
Kyle has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation and loves talking about retirement (traditional, early, or alternative). He enjoys digging through complex financial topics and simplifying them down to simple explanations and effective solutions. He has no interest in using industry jargon or trying to make you feel bad about your finances. He's here to help.
Kyle lives in Broomfield, Colorado with his wife and three young children. When he's not working on spreadsheets, he enjoys hiking, playing with his kids, watching the Broncos, and drinking herbal tea.
Get to know Kyle by listening to a podcast! He was interviewed on the Freedom Nation Podcast to share his background on how he came to leave engineering and change careers to financial planning. He discusses his approach to financial planning, emphasizing the importance of building trust and helping clients align their financial goals with their values. Listen as Kyle and the host reflect on their experiences working with clients and helping to change relationships toward money and exploring different retirement options.