Michael Simmons CFP®

Member/Director of Financial Planning

Michael rounds out the Transitions client experience by dedicating the majority of his time to fully understanding individual clients’ financial planning and wealth-related needs, drawing upon his own expertise as well as specialized alliances to ensure that those needs are being met.

Before that …

Michael has been a financial advisor since 1997. He joined Transitions in 2007 after gaining experience at commercial banking/brokerage firms such as Morgan Stanley, Charles Schwab and Bank of the West. He is a Certified Financial Planner (CFP) practitioner, with a bachelor’s degree in finance from Freed-Hardeman University. Michael is a member of Financial Planning Association (FPA), Colorado Planned Giving Roundtable (CPGR), Estate Planning Council of Southeast Denver, and the Lone Tree Chamber of Commerce.

At home …

He enjoys spending time with his daughter, and playing tennis. He also has a soft spot for his home state of Kentucky and especially the University of Kentucky athletics. Go Big Blue!