Simon Kazarian

Simon Kazarian is a Senior Financial Analyst committed to enhancing our team’s capabilities and delivering exceptional value to our clients.

With over a decade of experience in finance and financial modeling, he specializes in crafting detailed financial models that clearly illustrate the benefits of proposed plans to owners and stakeholders.

Simon’s expertise spans financial and investment analysis, business valuation, and financial projections. He holds a Master’s degree in Economics from Saint-Petersburg State University. Simon is committed to leveraging his expertise along with his experience gained from working with several large multinational companies, to support our team and clients.

Outside of work, Simon enjoys sports, solving puzzles, traveling, and spending time with friends and family.

It is planning that allows entrepreneurs to leave their businesses when they want; sell to whom they want, for the money they need; and thus Realize the American Dream.

—Byron McFarland ,

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Byron McFarland

Founding Principal

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Terri McFarland

Kolbe Consultant

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John S. Bruckner, J.D.

Principal

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Kayleigh Bain

Client Advocate

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Connor Lacy

Principal

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Mike Gioseffi

Senior Advisor

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Jared Cunningham

Executive Assistant

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Rob Allmand

Associate

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