Simon Kelvington | Wealth Management
The Team
Ken Simon, CPA, AIF
Partner
Originally from Philadelphia, Ken moved with his family to Florida in 2004. He is a graduate of The University of Vermont with a B.S. in Business Administration with concentrations in both Accounting and Finance. He has been a Certified Public Accountant since 1986.
Ken has over three decades of investment experience and operated as a supervisor of branch offices of FINRA registered security firms. His expertise includes retirement and tax planning and he has extensive experience with employer-based retirement plans. A member of the Florida Institute of Certified Public Accountants, he also is an Accredited Investment Fiduciary. Previously holding a Series 6, 7, 24 and 63 securities registrations, Ken also holds his Series 65 and Life, Health and Variable Annuity insurance licenses.
Ken has been a seminar speaker on tax and accounting issues as well as a coach and adult Sunday School teacher. He believes that an educated client can make the best decisions, so he strives to help each client understand his or her financial situation. He loves his family, the church and baseball.
Bruce Kelvington, CPA
Partner
Bruce is a graduate of the University of Pittsburgh with a business/ accounting degree. His areas of expertise include corporate and individual tax consulting and compliance, financial systems management, investment analysis and management, equity market research, comprehensive financial planning, estate planning and income deferral planning.
Bruce enjoys all aspects of finance and accounting but as an entrepreneur, he is very passionate about assisting with small/mid size and startup companies.
A member of the Florida Institute of Certified Public Accountants, Bruce is also a member of Orangewood Presbyterian Church and has served on local non-profit and chamber boards including Orlando Babe Ruth youth baseball, Lifework Leadership and Edgewater Foundation.
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Bruce is married to Jackie Kelvington and has two children. He enjoys family time and anything outdoors including fishing and golf.
Mark Goodin,
Manager, Systems & Analytics
Beth Simon,
Office Administrator
Mark is a graduate of the University of Kansas with a B.S. in Sport Management and Business. He worked in full time Christian Ministry for five years as a recording technician and in financial systems and operations.
Mark began serving with Simon Kelvington in April 2023. He develops investment systems, assists in retirement plan services, and equity research. He holds a Series 65 registration and a Life, Health and Variable Annuity Agent License.
Mark is married and has one daughter and is expecting a son in August 2024. He enjoys fishing, golfing, and being active.
Beth is a Baltimore native and graduate of Loyola University Maryland with a B.A. in Economics and from Drexel University with an M.S. in Arts Administration. An original member of the Simon Kelvington team, Beth provides client services and office administration. She previously worked in concert production for a major orchestra and as a program director for a nonprofit organization.
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Beth loves writing stories, baking, gardening, and baseball. She enjoys singing and playing the piano.
Tanner Stanley,
Manager, Financial Planning
Born and raised in Maitland, Tanner is a graduate of the University of Richmond with a B.S. in Business Administration with a concentration in Finance. He played for the Spiders baseball team until drafted by the Kansas City Royals in 2015. After several years in the minor leagues, Tanner returned to Orlando to begin his finance career. He worked as a municipal bond trader before joining Simon Kelvington in 2024, where he assists with equity research, retirement planning, and wealth management. He holds a Series 65 registration and a Life, Health and Variable Annuity Agent License.
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Tanner enjoys reading, films, and screenwriting. He also loves playing golf, fishing, and spending time with friends and family at the beach.