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SimonDavis Support Staff

About Our Company
David A. Simon, MBA, CLU, CFU, President
David A. Simon, MBA, CLU, CFP®
President

David is the President and a Principal of SimonDavis Brokerage Services, Inc. David's educational background includes an MBA from the Darden Graduate School of Business at The University of Virginia and tax training from the University of Virginia School of Law. In addition, David is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU). David oversees all operations of SimonDavis and assists brokers with advanced case designs for their clients.


Sue Brown
Sue Brown
Policy Service, Commissions & Licensing


Jenny Ausman
Jenny Ausman
New Business and Underwriting Support


Diana Turk
Diana Turk
Administration