Broker Check
Peter D. Simon, CPA

Peter D. Simon, CPA

Shareholder, Financial Advisor

Master of Science in Accounting
Lamar University, Beaumont, TX

Bachelor of Science in Business Administration
Louisiana State University

Areas of Expertise

  • Tax Compliance and Planning
  • Financial Reporting
  • Write-up and Bookkeeping
  • Payroll Compliance

Peter joined our firm in 2014. He graduated from Louisiana State University with a BS in Business Administration and earned a Master of Science in Accounting from Lamar University. Peter became licensed as a Certified Public Accountant in August 2018 and was admitted as a Shareholder of the firm in January 2023.

Peter is a SERIOUS San Francisco Forty-Niners and NFL fan. He LOVES to watch football! Peter ran track for LSU and was a part of two National Title teams. He is currently serving as a Board Member of the Southeast Texas Chapter of Texas Society of CPAs and the Beaumont Public Schools Foundation, and is a member of the Diversity and Inclusion Committee of the Texas Society of CPAs.