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.

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Patrick Jones

Andrew Filar 🚀

Chief Executive Officer

10,000 Hours of Lead Management experience | Growing to $100million in Insurance premiums | Helping Small-Business Owners scale through outbound sales |

How did I grow my agency from $0 to $45 Million in 7 years? 

Through a combination of intentional outbound selling and data-influenced approaches to marketing. 

The method is simple. Not easy. 

Now I'm helping other small business owners do the same. 

Want to scale rapidly?

Curious about what it looks like to work with me? 

Shoot me a DM!

Managing Partner/CEO

•	Provide exemplary employee-experience for 50+ people in a fully remote environment  
•	Negotiated prices and terms on seven acquisitions of Allstate Agencies
•	Grew from $0 to $32,000,000 in Annual Premiums in 5 years

taplio

The Battle

Patrick Jones

Andrew Filar

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