THE SIMON AGENCY
About us
Hi! I'm Karena Simon, CEO of The Simon Agency. With a solid 15 years of experience in the financial services arena, I've honed my skills to provide top-notch expertise to my clients while building an agency of dedicated agents to do the same. I hold a Master's degree in Business Administration and have been a licensed agent since 2008.
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Throughout my career, I've navigated various aspects of the financial world, including business lending, credit counseling, insurance, and retirement planning. But my true passion lies in more than just numbers – it's about making a real impact. I'm on a mission to bridge the wealth gap through financial education and access to actionable financial resources.
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These days, I'm at the helm of an insurance agency that's all about integrity, accountability, and excellence. Serving others is at the heart of what we do, and I firmly believe that together, we can create lasting change. Through education and quality financial services, we're paving the way towards bridging that wealth gap and helping individuals with the financial tools that will secure their families’ future. Let's make a difference together!
OUR MISSION
To help safeguard financial futures and partner with multiple top-rated insurance carriers to provide the best rates per product for our clients, and to our agents, offer competitive contracts with a one-of-a-kind career opportunity.
OUR VISION
Our vision is to create a world where financial security is accessible to all. We aspire to be the trusted partner you turn to for personalized life insurance and annuity services, ensuring that you can protect your loved ones and achieve your retirement goals without unnecessary stress or uncertainty.
