ABOUT US

Maitland FL

Formed in 2008, Simon Kelvington is the result of Ken Simon and Bruce Kelvington recognizing they shared common values and viewpoints on serving clients. They are from different sides of the same state, but Bruce and Ken both embraced the vision of a firm that would always follow ethical, honest and open business practices. Work and family balance, reasonable and affordable fees, a commitment to technology and the efficiencies it provides are the values they hold.

 
Our Team
Ken Simon, CPA
Bruce Kelvington, CPA

Originally from Philadelphia, Ken moved with his family to Florida in 2004. He is a graduate of The University of Vermont with a B.S. in Business Administration with concentrations in both Accounting and Finance. He has been a Certified Public Accountant since 1986. Ken is a Quickbooks Pro Advisor, and has served nonprofits in roles including board member, consultant, employee, and outside accountant.


Ken’s expertise includes accounting system design, business entity formation, planning for retirement and individual taxes. A member of the Florida Institute of Certified Public Accountants, he also is a financial advisor holding a FINRA Designated Supervisors license, Series 6, 7, 24 and 63 securities registrations, and life and health insurance licenses.

                                         

Ken has been a seminar speaker on tax and accounting issues as well as a coach and adult Sunday School teacher. He believes that an educated client can make the best decisions, so he strives to help each client understand his or her financial situation. He loves his family, the church and baseball.

Bruce is a graduate of the University of Pittsburgh with a business/ accounting degree. His areas of expertise include corporate and individual tax consulting and compliance, financial systems management, investment analysis and management, equity market research, comprehensive financial planning, estate planning and income deferral planning. 

 

Bruce enjoys all aspects of finance and accounting but as an entrepreneur, he is very passionate about assisting with small/mid size and startup companies. 

 

A member of the Florida Institute of Certified Public Accountants, Bruce  is also a member of Orangewood Presbyterian Church and has served  on local non-profit and chamber boards including Orlando Babe Ruth youth baseball, Lifework Leadership and Edgewater Foundation.

Bruce is married to Jackie Kelvington and has two children. He enjoys family time and anything outdoors including fishing and golf. Most of his time that he is not in the office, you will find him coaching youth baseball.

Joseph Ferrell, Accountant

Beth Simon, Office Administrator

Joseph is originally from Virginia and in 2007 moved with his family to Florida. In 2019 he graduated from the University of Central Florida with a bachelor’s degree in accounting, and he is currently pursuing a master’s degree in professional accounting. Shortly after graduating, his goal is to become a Certified Public Accountant. 

 

Joseph joined Simon Kelvington, LLC in 2017, and has enjoyed gaining experience in various fields during this time. He commonly helps with getting new startup businesses set up. He likes utilizing technology that makes business processes more efficient and is QuickBooks Advanced Certified. He also assists in the areas of tax and retirement plans. 

 

Joseph enjoys spending his time outdoors whether it is going for a run or playing sports such as basketball and soccer. He values his faith above all else and hopes to make a difference with each client he works with. 

Beth is a graduate of Loyola University Maryland with a B.A. in Economics and from Drexel University with an M.S. in Arts Administration. She previously worked in concert production for The Philadelphia Orchestra and as Program Director for Community Accountants, an organization connecting accountants with nonprofits and small businesses. An original member of the Simon Kelvington team, Beth oversees marketing and provides administrative support and client services. 

Beth loves to sing though not very well and loves writing, baking and whooping it up when her four kids are playing sports. 

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

© 2018 by Simon Kelvington, LLC

  • Black Facebook Icon

Proudly created with wix.com