Hi, I’m Avery Simon, an Associate Advisor at Dentist Advisors.

I found my passion for financial planning after exploring a few different career paths and realizing how much I value meaningful work and strong relationships. Financial planning felt like a natural fit because I get to help people with something that affects nearly every part of their lives. My interest in money started early. I created my first budget at 12 after working at a local vegetable farm!
What I enjoy most about working at Dentist Advisors is being part of a client’s journey. I love watching clients reach their goals and knowing I played a small part in helping them get there. I feel like I’ve done a good job when clients feel organized, less stressed, and confident about the future they’re building.
I’ve been with Dentist Advisors for over a year and earned a bachelor’s degree in Personal Financial Planning from Utah Valley University.

Outside of work, I enjoy spending time with family, golfing, trying new food, and being outdoors. My wife and I welcomed our first baby in 2026, so these days we’re enjoying the rollercoaster of becoming parents and figuring out this new adventure together.