Jeffrey Simet

Jeff Simet is a Private Wealth Advisor at Verdence. He works with individuals and families on the full range of their financial lives, from retirement planning to preparing for major transitions. Jeff has a particular focus serving construction business owners. He understands the industry from the inside. He holds a Bachelor of Arts in Architecture from the University of Maryland and spent years in construction and project management before moving into finance. That background shapes how he advises owners who are working toward a future sale of their company and helps them prepare for it. Whatever a client is planning for, Jeff brings clear thinking and steady communication that help keep the decisions ahead manageable.

Jeff earned a Master of Science in Finance from the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. Outside of work, Jeff enjoys the outdoors, woodworking, and spending time with family.

Get to know Jeff!

My favorite vacation is:

“Camping in Northern Ontario, Canada.”

The lesson or piece of advice my parents gave me:

“Experience is the best teacher.”

Things that make me happy:

“There’s no better feeling than helping others.”