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Firm Profile

 

Our team of specialists and strategic partners includes Certified Financial PlannersTM, Registered Financial Consultants, Accountants, Business Consultants, Pension and Retirement Planners, and Commercial and Residential Real Estate Development, Sales, and Management expertise.

We provide easy to understand, simple to apply, plans, advice and counsel.

Roger P. Simard, CFP®

Roger P. Simard is the founding principal of Genesis Financial Advisors, LLC. He heads the firm's corporate and personal financial planning practice and oversees all operations. Mr. Simard concentrates his work in the fields of financial planning, real estate investing, tax planning, and portfolio management. Mr. Simard is a Certified Financial Planner™ and has over 19 years of experience helping individuals and businesses achieve financial success. Mr. Simard was a speaker for The Prudential Spirit of Community Awards, a nationwide youth recognition program honoring secondary school students for outstanding service. He is a frequent speaker and radio guest on business and taxation issues and successful investment strategies and has been quoted in the Personal Real Estate Investor Magazine.

Our Strategic Partners include:

Tamilyn M. Simard - President - Designated Broker, HomeLife Genesis Realty Group

Tamilyn M. Simard is the Designated Broker of HomeLife Genesis Realty Group . She heads the firm's corporate practice and oversees all operations. Her history of traditional financial planning, insurance, and investment services gives her Commercial Realtor® status a unique perspective on commercial real estate investing and real estate portfolio management. Mrs. Simard has over 20 years of experience helping individuals and businesses achieve financial success. Her affiliations include the Scottsdale Area Association of Realtors® and the National Association of Realtors®. She is a NAR® GREEN Designee, and can provide consulting services for clients on the sustainability, energy efficiency, or other "green" aspects of their home or any home they may be looking to purchase.

Carl Johnson, MBA

With broad based experience in small to mid-sized businesses including various service, manufacturing, construction and nonprofit organizations, he assists our clients in all aspects of their tax and financial needs.

Serving Senior Accountant of Genesis Tax Advisors, LLC and HomeLife Property Management, Carl Johnson's Specialties include:

  • Interim & Part-Time CFO
  • Controller
  • Financial Statement Preparation
  • Business Plans
  • Financing and investment proposals
  • Bookkeeping, administrative duties etc.
  • Developing and implementing cash flow and business plans
  • Working on cost and job accounting issues
  • Implementing financial dashboard and management tools
  • Tax planning, preparation of corporate and individual tax returns, and business accounting

With over 25 years of tax preparation experience, Carl is able to help clients address the most difficult tax issues. Mr. Johnson s background is in small to mid-sized businesses including various service, manufacturing, construction and nonprofit organizations. He holds a Bachelor of Science in Finance and a MBA in Marketing & International Business from Seton Hall.

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