Executive Assistant

Devon Sims is the Executive Assistant to Deborah Sims. Devon studied at the California State University San Marcos. Growing up with a Wealth Advisor, Devon learned the power of budgeting, establishing good credit, and setting financial goals.

Devon became passionate about making money fun and stress-free. She decided to pursue a financial career that allowed her to help others feel the same way. Devon’s mission is to provide clients with a warm, welcoming environment where they feel comfortable to discuss personal concerns and wishes.

As a proud and native San Diegan, Devon likes spending time outside walking along Mission Bay and the Pacific Beach Pier with her fiancé. Devon has a passion for cooking and always enjoys discovering a new, delicious recipe on Pinterest.