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Creating a financial plan makes sense for everyone. That's why clients at all income levels and ages trust our experience, expertise, and strategic approach to help them reach their goals. 

At The Simonson Group, we work from three core values: Plan • Focus • Achieve.

Together, they're the foundation of our specialty services, including Investment Management, Retirement Planning, and Financial Education.

Contact us today to learn how we can help you start planning your financial future.


contact US

Tracey Simonson, CFP®
Sr. Financial Advisor
Direct: 651-462-7636

Shannon Prendergast
Client Service Manager
Direct: 651-462-7636

Main Office
First State Bank of Wyoming - Stacy Office
Fax: 651-462-0660

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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
The Simonson Group is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of . No offers may be made or accepted from any resident outside the specific states referenced.

  Not FDIC Insured – No Bank Guarantee – May Lose Value

Royal Alliance does not offer tax or legal advice.


Check the background of this financial professional on FINRA's BrokerCheck.