Kristina Simmons

Senior Associate - SC&H Financial Advisors, Inc.

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Kristina Simmons

As a Senior Associate with SC&H Financial Advisors, Kristina is dedicated to building long-lasting relationships and helping clients achieve financial freedom. She has a dual role within SC&H Financial; working with clients not only on tax compliance and planning, but also on developing a comprehensive plan to help them meet their financial goals.

Kristina has been with SC&H for 6 years. Her expertise involves preparing and reviewing complex Federal and state income tax returns for high-net-worth individuals. She also has experience in the preparation of estate, trust, partnership, and gift tax returns as well as probate administration. Her solid tax foundation allows her to implement comprehensive financial planning strategies for individuals, business owners, and families. This, coupled with her background and experience as a Financial Advisor, allows her to provide a customized plan uniquely tailored to meet each client’s specific needs.

Prior to working at SC&H, Kristina worked as an Intern for a regional CPA firm preparing trial balances, financial statements, and tax returns for individuals and various types of businesses.

Kristina received her B.S. in Accounting from Stevenson University and her M.S. in Taxation from the University of Baltimore. She is a Certified Public Accountant licensed to practice in Maryland and holds Series 7 and 66 FINRA licenses. Kristina is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).

Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. We have individuals licensed to offer securities in the states of CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, NC, NJ, NY, NV, OH, PA, SC, TX, and VA. This is not an offer to sell securities in any other state or jurisdiction.  Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors Inc. are unaffiliated entities.

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