As a Manager with SC&H Financial Advisors, Kristina Simmons has a dual role: working with clients on tax compliance and planning, and also developing financial plans to help them meet their short-term and long-term goals.
By successfully performing both roles, Kristina values the comprehensive impact her work brings to clients and their financial lives. She is able to witness their financial journey come full circle: from the initial preparation and planning during the client’s working years, all the way through to their retirement years where they really start to enjoy the fruits of their labor.
During her nine years with the firm, Kristina’s expertise has spanned from individual income tax planning and preparation, fiduciary tax planning and preparation, gift tax preparation, and investment management.
Kristina received her bachelor’s degree in accounting from Stevenson University and her master’s degree in taxation from the University of Baltimore. A Certified Public Accountant (CPA) licensed to practice in Maryland, she also maintains the Series 65 license and is a registered investment adviser representative.
Kristina is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).
When she isn’t working, Kristina spends her time chasing after her two young sons, and enjoys maintaining an active lifestyle by running, hiking, biking, and weightlifting.
Back to Leadership Directory