Toni Simon - Balanced Pro

Toni Simon is an accomplished finance and accounting professional, whose diverse career path is marked by a deep commitment to expanding her knowledge and expertise. After launching her career in the wake of the Enron scandal, Toni swiftly made her mark in prominent investment and insurance firms, developing a rich understanding of capital markets, insurance intricacies, and compliance regulations. Her pursuit of excellence led her to an MBA, during which she profoundly deepened her understanding of trusts, a crucial aspect in financial planning and asset management.


As an entrepreneur, Toni established a tax preparation firm, which she skillfully transitioned into a year-round consultancy. Her clientele is as varied as it is prestigious, encompassing small business owners, individuals across various industries, celebrities in the entertainment sector, Grammy Award-winning artists, and well-known YouTubers. This impressive client roster underscores Toni's versatility and ability to provide tailored financial guidance across a spectrum of needs and industries.

Beyond her professional acumen, Toni is deeply committed to community service, actively participating in Sigma Gamma Rho Sorority Inc and serving as a Pastor.