Simone has spent over 20 years advising clients in matters related to estate planning, tax, philanthropic planning, and investing. 

She began her career as a tax consultant with Deloitte in New York City, eventually relocating home to Southern California where she founded a boutique law practice focused on estate planning. She then went on to hold various roles with Fidelity, BNY Mellon, Morgan Stanley and Eaton Vance, where she educated and collaborated with advisors and their ultra-high-net-worth clients, including entrepreneurs, corporate executives, and multi- generational families. 

As Regional Vice President, Financial Advisor with Wealth Enhancement Group, Simone applies her strong background in implementing tailored strategies and solutions to the role. 

Simone currently lives in San Juan Capistrano, CA. She speaks multiple languages and enjoys building cross- cultural bridges and working across the spectrum of diverse clients. When she has time, Simone can be found traveling and taking part in the occasional treasure hunt. 

• B.A., Boston College 

• J.D., Boston College Law School