Finally realize your FULL potential | Frustrated, overwhelmed, unsatisfied 👉 fulfilled, present, empowered | Husband of badass wife | Father of 2 wildly perfect kids

As a former touring jazz musician turned business leader, I've learned that harmony isn't just in music—it's in crafting systems that align with your life's rhythm. Now as COO at Sims Investment Management, I blend creative problem-solving with data-driven ops to support our clients' and team's growth. 

I hold a B.M. and M.M. in Jazz Studies, spent a decade on the road performing, then earned my M.B.A. to pivot into business. After building Rev Ops teams at multiple firms, I joined Sims in 2025, where I oversee operations and serve as an Investment Advisor Representative. My diverse path gives me a unique edge in understanding client & business needs beyond the numbers.

At Sims Investment Management, we're a boutique RIA dedicated to personalized, fiduciary advice that puts your goals first. Let's connect if you're seeking a fresh perspective on your financial future, or you want to chat Ops, Growth, & AI.



Disclaimer:

Sims Investment Management, LLC is a registered investment adviser. This profile is for informational purposes only. Advisory services are offered only to clients or prospective clients where we and our representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk, including possible loss of principal.

As an RIA, we cannot post or disclose testimonials related to our services. LinkedIn recommendations and endorsements may qualify as testimonials, so we must block them.

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Third-party rankings or recognitions do not guarantee future success and should not be seen as an endorsement by us or any client.

Patrick Jones

Putting the 'PEO' in People I Gif-To-Market

400+ PEOs, but how do you find the right 1?




A PEO is an amazing tool for a small business to offer better benefits, streamline HR with payroll, and gain buying power


The problem? 

Shopping them




Until now….


1 rep


1 comparison


0 cost 


The PEO Guide

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The Battle

Patrick Jones

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