The DIEDERICH SIMMONS PEREZ Team

We are not bankers, brokers or salespeople. We are a family office for business owners and their families, a hub of your financial well-being, quarterbacking every challenge and finding winning solutions. Our team is comprised of talented and experienced advisors who have the pedigree and passion to serve your needs – no matter how complex. Our team of CFPs®, CPAs, CFAs and JDs is uniquely suited to help meet whatever needs your business and family have now or in the future. We leverage our collective expertise, skills and dedication to develop and execute a plan that is as unique as your business. 

Our business model is designed to specifically serve your interests:

Meet our Team

Gene Diederich

Partner

CFP®, CPA

Steven Diederich

Partner

CFP®

Nic Perez

Partner

MBA, CFP®

Al Simmons

Partner

Heather Kline

Senior Family Office Advisor

CPA, CTFA

Stephanie Rogers

Senior Advisor

CFA, CFP®

Kimberly Mueller

Director of Operations

CPA

Drennan Bailey

Advisor

CPA, MBA, CFP®

Brie McDonald

Advisor

CFP®

Troy McQuinn

Advisor

CPA, CFP®

Charlie Mueth

Advisor

CFP®, CIMA®

Katie Harrell

Operations & Client Service Manager

FPQP®

Jack Armstrong

Client Service Manager

CFP®

Merinda Dinkel

Client Service Manager

CFP®

Katie Lewis

Client Service Manager

Pietro Nicastro

Client Service Manager

Joe Simmons

Client Service Manager

Debbie Reimer

Executive Assistant

A Wealth of Information