Michael can be reached at:

Email: [email protected]
Direct Line: 714-394-8301

Mike began his career at PaineWebber and left his position at Wells Fargo Advisors after 17 years to join the AmeriFlex® Team. Mike has dedicated over 31 years to adding structure to savings and investment planning. He uses his extensive personal and professional experience in all areas of investment planning to help clients specify clear goals, develop a detailed plan, then implement and monitor that plan on an ongoing basis. Mike offers all aspects of financial services specializing in Retirement and Investment Planning.

When asked why he choose AmeriFlex®, Mike responded that “I joined the AmeriFlex® Team after careful consideration and research. It was an easy decision once I came to know the people and the processes they offer.”.

Charlton can be reached at:

Email: [email protected]
Direct Line: 702-945-2782

Mr. Simons specializes in retirement planning and investment planning. He designs retirement plans and investment advice solutions specific to each client’s financial situation. Prior to joining AmeriFlex®, Mr. Simons spent 24 years as a Financial Advisor at a Credit Union in Las Vegas. Mr. Simons previously worked with educators to reach their financial goals and is now looking forward to expanding his business to all professionals and those in need of help reaching their financial goals.

Mr. Simons earned his Bachelor’s degree from BYU, where he majored in Family Financial Planning. Mr. Simons holds the following FINRA securities licenses: Series, S24, S7, S65, S63, S22, S6 in addition to his Nevada and California Life Insurance licenses.