The DIEDERICH SIMMONS PEREZ Team
Challenging the Status Quo
What it Means to Work With Us
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:
Business Owners
As a boutique firm that is 100% partner-owned, we understand your needs as business owners because we are business owners ourselves.
Fee-Only
We are a fee-only Registered Investment Advisor (RIA). That means we never accept commissions; you can trust our recommendations put your best interest first.
Custom Family Office Team
We build a team around each of our clients that anticipates, identifies and solves issues with an exceptional attention to detail before they become problems.
Meet our Team
Al Simmons
Partner
Kyle Sitomer
Advisor
Katie Lewis
Family Office Specialist
Pietro Nicastro
Senior Client Service Manager
Mick Hanon
Client Service Manager
Christian Kline
Client Service Manager
Colby Landwehr
Client Service Manager
Luke Rottinghaus
Client Service Manager
Frankie Sacco
Client Service Manager
Annie Stier
Client Service Manager
Debbie Reimer
Executive Assistant
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Monthly Recap – July 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run of strength, with a…
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Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director and economist at PIMCO, where she leads…
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Second Quarter Investment Report – 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three…