“We love helping clients navigate uncertainty from the simple to complex into positive outcomes.”
Does your business have a mission statement?
We are a full-service Accounting firm licensed in New Mexico. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. We provide outstanding service to our clients because of our dedication to professionalism, responsiveness and quality.
What is the history or background of this business?
The core of the business was started in 1949 by John Simons, who represented New York Life. John’s son, Ken Simons began working for New Yok Life in 1976 and joined his father in Artesia in 1981, adding investment sales to the firm. In 2005, Ken’s son, Chris, joined him at Simons & Associates, adding fee based advisory and financial planning to the firm. In 2013, Chris earned his certified public accountant license and started the CPA firm Harvey & Simons, CPAs, LLC with Ben Harvey. Chris and Ben grew this side of the business, providing tax and accounting services. In 2014, they acquired the CPA firm of Joe Hanttula in Carlsbad, New Mexico, expanding services to the Carlsbad area. In 2017, Chris bought out his father’s part of the business. Then, in partnership with Harvey & Simons, CPAs, LLC, formed an investment firm, Access Wealth Strategies, LLC, and Access Benefit Services, LLC, an independent insurance agency. They currently staff three CPAs, several staff accountants, MBAs, two Certified Financial Planners, and many bookkeeping and support staff at our two offices Artesia and Carlsbad. We are excited about the future growth of our area and our firm for many years to come.
What type of training/education have you obtained to run this type of business?
Chris has a business management degree from Texas Tech University and is currently working on his master’s degree. In addition, he currently holds his Certified Public Accountant (CPA) license, series 7, 63, & 66 securities licenses, and is life and health insurance licensed in many states. He currently holds the Certified Financial Planner™ -CFP, Chartered Life Underwriter® – CLU, Personal Financial Specialist – PFS and Chartered Global Management Accountant – CGMA designations. Chris has many years of training and experience in financial, investment, and insurance planning, as well as, tax and estate planning.
Ben Harvey earned his accounting degree from the University of Tulsa and Masters in Business Administration from Wayland Baptist University. He is a Certified Public Accountant and Chartered Global Management Accountant. Ben practiced in public accounting for 10 years with a regional firm in Tulsa, OK as a Senior Tax Accountant before moving to Artesia. He also currently serves as the CFO for J&J Home Care in Artesia.
What makes your business unique?
We are still a small firm that can focus on client relationship and personal service; though, we are large enough to have a skilled and diverse team with unique abilities and experiences. We are able to assist our clients as they navigate through the complexities of the business and financial world by offering a variety of services in one firm. Our firm services include tax and accounting services, trust and estate planning, individual and business tax planning, business consulting, life insurance, health insurance, investment advisory, financial planning, retirement planning, employee retirement and group benefit plans, and much more.
What aspect of this business are you most passionate about?
We love helping clients navigate uncertainty from the simple to complex into positive outcomes along with empowering them to think and move more powerfully.
Why should a customer choose your business?
Customers chose us because they value our personal service, local presence, and the expertise and experience we bring. Our customers enjoy the benefit of allowing us to do what we do while freeing up their valuable time. We are a full service firm for most small to medium sized businesses, offering a full suite of services to meet their needs.
How do you stay involved with the community?
Our firm is very involved in our local community and values giving back to our community. We serve on several local boards from the Artesia Community Chest, Artesia Arts Council, Artesia Aquatic Center Foundation, Artesia General Hospital, and many others, past and present. Our staff is involved in Rotary and other organizations, and are strong supporters of our local school program and non-profit organizations. Our staff is also active in coaching soccer and little league, and are active members of local churches.
What is the last achievement you celebrated as a business?
We recently obtained a contract for our firm to be the regional broker with Paylocity, Inc. to provide enterprise level payroll services to small and large business owners.
Our staff member, Gabriel Segura, recently graduated from a six-month program with Leadership Eddy County. We are very proud of him and the leadership he brings to our firm and community.
Nathan Sebesta, our Certified Financial Planner™, recently earned his Chartered Life Underwriter® (CLU) designation and is now working on his Retirement Income Certified Professional (RCIP) designation.