Roger P. Simard, CFP®
Roger P. Simard is the founding principal of Genesis Financial and Real Estate Services, LLC and Genesis Financial Advisors, LLC. He heads the firm's corporate and personal financial planning practice and oversees all operations. Mr. Simard concentrates his work in the fields of financial planning, real estate investing, tax planning, and portfolio management. Mr. Simard is a Certified Financial Planner™ and has over 17 years of experience helping individuals and businesses achieve financial success. Mr. Simard was a speaker for The Prudential Spirit of Community Awards, a nationwide youth recognition program honoring secondary school students for outstanding service. He is a frequent speaker on business and taxation issues and successful real estate investing strategies and has been quoted in the Personal Real Estate Investor Magazine.
Tamilyn M. Simard - President
Tamilyn M. Simard is the President of Genesis Financial and Real Estate Services, LLC and CFO of Genesis Insurance Advisors, LLC. She heads the firm's corporate practice and oversees all operations. Her history of traditional financial planning, insurance, and investment services gives her Commercial Realtor® status a unique perspective on commercial real estate investing and real estate portfolio management. Mrs. Simard has over 18 years of experience helping individuals and businesses achieve financial success. Her affiliations include the Scottsdale Area Association of Realtors® and the National Association of Realtors®. Mrs. Simard is serving on the local board of Taste of the Nation®, a national fund raiser for Share Our Strength®, which provides funding for local food banks and food security services.
Jeremy J. Schoenfelder - Executive Director/Alternative Strategies
Jeremy Schoenfelder is Founder and President of Sienna Partners, LLC, a consulting firm that has served, among other industries, various real estate businesses including finance, contracting and sales organizations. He served as portfolio manager for two real estate investment funds where he was involved in the creation of investment strategies, due diligence process and acquisition process. Known for his ability to analyze projects both qualitatively and quantitatively, he seeks to mitigate risks while providing a significant probability for success. He has also served in business development roles allowing him to gain a significant number of contacts within the real estate and investment fields. Jeremy also serves on the Board of Directors of MITC, a not for profit organization whose mission is to continuously integrate new concepts and innovations into all aspects of education, community, government, and business. The basic program objective is to analyze global innovations that will become the basis of the 21st Century economy that emerge from the combination of successful commercialized innovations operating and interacting on a global basis. Jeremy recently accepted an advisory board position with Greater China Corporation, a US public company focused on seven industry sectors including: Financial Services, Technology & Media, Healthcare, Consumer, Real Estate, Education, and Natural Resources-Manufacturing-Industry. He holds a BS in Mathematics from Northern Arizona University
Mitchell A. Sequeira, Sr. - Chief Compliance Officer
Serving as the Genesis Financial Advisors, LLC VP of Compliance, Mitch Sequeira is the chief compliance officer and is responsible for all compliance functions. Mr. Sequeira has 14 years experience as a government regulator in the areas of tax, bank and securities in the states of CA, NV and AZ. In addition to being a Tax Advisor for the CA Board of Equalization, he served as a Consultant to the CA State Senator's Office on tax matters. He also served as a Financial Institutions Examiner with the AZ Corporation Commission, Securities Division - responsible for enforcing State Securities Laws (for Brokers, Investment Advisors, and Security Fraud). He was also a successful Branch Manager at US Bank - one of the largest national banks. Mr. Sequeira earned a Bachelor of Arts degree in Management Science, with minors in Mathematics & Science from the University of California, San Diego. Mr. Sequeira previously held a Series 7 Securities License, and now maintains licenses in: Real Estate, Life / Health and Property/Casualty Insurance; and is a member of the Association of Certified Fraud Examiners.
