SIMS INVESTMENT MANAGEMENT - Key Persons
Job Titles:
- Investment Advisor
- Representative
Hi, my name is Blake Bagshaw, and I'm an Investment Advisor Representative here at Sims Investment Management. I was born and raised in the small town of Hillsboro, Ohio (which is also where I currently reside). I attended Northern Kentucky University from 2009-2013 where I earned a Bachelor's Degree in Entrepreneurship. While at NKU, I had the privilege of playing baseball for the Norse. After graduating, I quickly went to work for the family business (Franchisees of YUM! Brand restaurants). After a successful tenure, and assisting in the selling of our business in 2018, I moved over to the field of finance. I've grown to love the industry and it has provided a great avenue to fulfill my passion of helping others achieve their dreams.
Hi, my name is Connie Lawless and I am a Client Service Assistant with Sims Investment Management. I am the newest member of Sims Investment Management and I am excited to bring my experience to the team. I have worked in the finance industry as a Client Service Assistant for over 20 years. Over the course of my career, I have discovered how passionate and proud I am to be helping others!
Job Titles:
- Managing Member and Investment Advisor Representativ
Hi, my name is Cory Sims and I am the Managing Member and Investment Advisory Representative for Sims Investment Management, LLC. I received my BA in Business from the University of Cincinnati in 2011 where I graduated Summa Cum Laude with a double major in Finance and Real Estate. I've been in the investment business for twelve years. I was associated with Johnson Investment Counsel, Inc. from June 2009 - June 2012 and Valhalla Investment Advisory from June 2012 - November 2013.
Job Titles:
- Investment Adviser
- Representative
- Representative With
Hi, I am Michael Perry, an Investment Adviser Representative with Sims Investment Management, LLC. I graduated from Miami University in 2012 with a degree in family studies and a minor in communication. I was raised by my grandparents who taught me the value of a dollar, and I inherited their values of grit and perseverance, earning a track scholarship to Miami. I spent the first ten years of my professional career in social work at a local non-profit, The Family Nurturing Center, where I worked supporting foster children and families.
Job Titles:
- Investment Advisor
- Representative
Hi, I'm Ryan Atkins, Investment Adviser Representative with Sims Investment Management, LLC. I graduated from the University of Cincinnati in 2015, where I received my BA in Business Administration. I grew up in Cincinnati and developed an interest early on in financial planning by learning about the stock market from my late grandpa. I love the opportunity to help others achieve long-term financial success that enables them to enjoy the people and activities that mean the most to them.
Job Titles:
- Executive Administrative Assistant
Hi, I'm Sydney Harden, administrative assistant at Sims Investment Management. I've been with the company for four and a half years now. Before joining the SIMs team, I graduated in May of 2018 from Northern Kentucky University with a BA in Communications where I also minored in Electronic Media and Broadcasting. I was raised in Cincinnati alongside my three older sisters. I have a strong background in customer service and I love helping people!