Kurt Simmons established his financial services business in December of 1995. Simmons Financial Services, LLC was formed in 2019 to handle the business operations. With a wealth of knowledge and expertise, Kurt has provided clients with financial management, tax services, and caring relationship for over 25 years. In 2024, Mark Simmons and Joe Toye joined the firm as additional financial advisors as we continue to grow our business.
Meet Our Team
Kurt Simmons CPA
Founder & Wealth Management Advisor
Kurt Simmons has been providing financial advisory services since December, 1995 and has over forty-five years of experience as a CPA. By blending his financial planning experience with his tax knowledge, he has been able to select appropriate investments customized to each client’s needs.
Kurt is licensed to handle all of your investment needs as a registered representative with LPL Financial. and holds a Texas insurance license. If you need any assistance with financial planning and investment implementation or life, disability and long-term care insurance, please give him a call.
Kurt graduated with a B.S. in Accounting from Harding University in Arkansas. He is a native Texan and has been married to his wife since 1976. He has been blessed with 3 grown children and 10 grandkids of various ages.
Outside of work, you can find me playing pickleball or on a golf course.
Mark Simmons
Financial Advisor
Mark joined the firm in 2024 to serve and help individuals, families, and business owners achieve their financial goals. He graduated from Harding University with a B.A. in Marketing, and holds Series 7 and Series 66 licenses through LPL Financial.
As a financial advisor, he is focused on building a relationship with clients to help them save and invest in ways that will meet their specific needs and give them confidence about their financial future. After a career in full-time ministry working with people and serving families, he is now utilizing his talents of communication, relationship building, and counseling to guide people through financial management decisions. In addition to his role as a financial advisor, he also coordinates the marketing and communication efforts of the firm from our web presence to timely market updates and newsletters.
Mark is married to his wife of over 20 years, and they have 3 children. Outside of work, he spends most of his free time coaching and cheering on his daughter and sons at all of their various sporting and band events.
Joe Toye
Financial Advisor
Due to a long-standing interest in stock trading and financial markets, Joe has directed this passion to helping others financially on a full-time basis. Joe has taken undergraduate and graduate level business courses, has been a student of the markets and investment strategies for 15+ years, and has actively managed numerous intermediate family investment accounts. Joe holds Series 7 and Series 66 licenses through LPL Financial and is eager to help others with their investment goals, applying the same pattern of excellence he has proven in the past.
Joe earned a BS degree in Exercise Science from Harding University in 2000, then went on to serve in the US Air Force as a Space and Missile Officer, attaining the rank of Captain. He was awarded the Air Force Commendation Medal for outstanding service and achievement, at times in command of up to fifty nuclear weapons. Post-military service, Joe earned a Master of Science degree in Occupational Therapy and diligently worked for 10+ years in that industry, building relationships and helping people regain physical independence. Joe has always been passionate about meeting the needs of others.
Joe has been married to Kelly since 2001 and together they have 4 boys. His hobbies include flying (he has a pilot’s license), coaching his sons’ baseball teams, and playing or watching sports. Joe treasures spending time with his family and taking hiking trips with his sons, and is involved in leadership activities with his church.
