Team

Our Mission

Our team is dedicated to helping you obtain your financial goals.  We strive to help guide you on a path of wise financial decisions that will lead to effective wealth management.   

 

Roger Sims

LPL Financial Advisor

(864) 879-0337

(864) 879-0373

Roger.Sims@LPL.com

Roger Sims came to the financial services industry on a mission. He is a graduate of Carson Newman College and Southern Baptist Theological Seminary, which led to a 17 year career in youth and college ministry. Based on a foundation of...

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Jason Karr

LPL Financial Advisor

(864) 879-0337

(864) 879-0373

Jason.Karr@LPL.com

Jason Karr is a native of Upstate South Carolina and graduated from Furman University with a Bachelor of Arts in Business Administration and a concentration in finance. After spending 8 years in management at his family business, he...

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BK Ragan

LPL Financial Advisor, WMCP®

(864) 879-0337 ext 114

(864) 879-0373

Bobby.Ragan@LPL.com

Bobby Kyle, better known as “BK”, joined the Sims & Karr team in early 2015 as a part-time intern during his senior year at North Greenville University. As an intern, he expressed a strong interest in financial...

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Alysiana Ashmore

Client Services Manager

(864) 879-0337 ext 110

Alysiana.Ashmore@lpl.com

Alysiana Ashmore, better known as Aly, began working with Sims & Karr October 2021. Born and raised in Greenville, SC, she attended Clemson University studying as a double major in business management and legal studies. As client...

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Jessica Karr

Director of Operations

(864) 879-0337 ext 117

jessica.karr@lpl.com

Jessica Koenig joined the Sims & Karr team in 2016. She was raised in Lousiville, KY, but made South Carolina her home in 2007. She graduated college with her Bachelors in Liberal Arts from a small college in New Hampshire. Jessica has...

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Joseph Dias

Registered Client Services Manager

864-879-0337 ext. 115

joseph.dias@lpl.com

Joseph Dias joined Sim & Karr Financial Solutions in June of 2023. He comes from a background in the financial services industry after working with one of the top banks and insurance companies in the country. He currently holds the...

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