Our Qualifications

James (Jim) Simpson is a Chicago native and spent his high school years at Downers Grove High School in Downers Grover, Illinois.  He earned his Bachelors degree in education from the University of Illinois (Champaign).  While teaching and coaching at Monroe High School in Monroe, Michigan, from 1963-1970, he attended the University of Michigan (Ann Arbor) working on a master’s degree in Health Education.  As part of his masters program he developed a curriculum in health education on file at U of M and implemented that curriculum at Monroe High School.

Jim began his career with AXA Advisors  (formerly the Equitable Life Assurance Society of the US) in 1970 and formed “SIMPSON & ASSOCIATES Financial Services” in 1986.

In addition to his Wharton Certificate in Retirement Planning, Jim earned his Chartered Financial Consultant (ChFC), a professional certification from the American College in 1984.  He also holds the (CLU) Certified Life Underwriter professional designation earned in 1982 and the FINRA Series 6, 63, and 7 registrations.  Jim has earned many prestigious company and industry honors over his 38-year career including the AXA Hall of Fame n 1990, and membership in the prestigious “Top of the Table” of the Million Dollar Round Table, an international association of leading financial professionals recognized as the standard of excellence in the financial services industry.  This award is granted to only 6% of the Worlds’ Top financial professionals belonging to the MDRT.

As an active professional in the community, Jim is a member of the Toledo Chapters of the National Association of Insurance and Financial Advisors, Society of Financial Services Professionals and Toledo Estate Planning Council.  Mr. Simpson is also a member of the Sylvania Rotary, the Toledo Zoological Society, and the Toledo Symphony Orchestra, Gold Baton Council and is a Sylvania Public Schools “Smart Board” Donor.

Jim’s son Scott joined the practice in 1991 after attending Kent State University majoring in Graphic Design.

Scott is a valued member of the SIMPSON & ASSOCIATES team with outstanding skills in preparing and implementing presentations and maintaining close relationships with our clients.

Our goal is to spend 100% of our time helping clients develop and identify financial goals and then implement strategies, and programs to accomplish those goals.  We use the resources of the entire financial services industry in order to meet our clients’ specific needs.

In addition, we have developed relationships with key professionals and support personnel at a large number of insurance carriers, law firms, banks, CPA firms and third party administrators.  The benefit of these relationships can be very crucial to accomplishing the needs and objectives of our clients.

Jim and his wife Susan have been married forty-six years and live in Sylvania.  Both are very active in their Church “Sylvania United Church of Christ” having served in many capacities on various boards of the church and have been active in the choir.