Meet Our team

Donald Simmons

Founding Partner and CEO

A dad, pilot, world traveler, and volunteer are among the words used to describe Don. He has been married to his better half, Amy, since 1989 and together they have four children. In addition to family, Don’s passions include flying an antique (1948) Aeronca Sedan floatplane, mentoring small businesses in the poorest regions of the globe, and serving as a board member and advisor for numerous charities including IBEC Ventures, Oikonomos, and Northern New York Resources Corporation. In business Don is passionate about helping others to succeed. This is exemplified in how he has served clients for almost 40 years, helping them to build wealth and to fulfill their life purpose whether that’s a comfortable retirement or building a philanthropic legacy that brings flourishing to all of mankind. As can be seen by the team he has built at Simmons Capital, he loves to mentor young advisors, teaching them how to be knowledgable wholistic guides to their clients.

Eric Fields

Chief of Staff

Eric has been a passionate business builder and market investor for over 30 years, successfully growing and exiting multiple companies. Over the last 18 years, Eric served as an executive leader and high impact team creator within a multi-billion-dollar private company, driving the development of the company’s private impact investment foundation. Through this effort, he built deep relationships with faith aligned financial practitioners, business owners, and non-profits around the world. In addition to being a holistic Kingdom investor himself, Eric manages the Steward Advisors Group team and supports business development efforts.

Jansen Hein

Chief Compliance Officer 

Jansen’s financial services career has spanned numerous accounting, audit, consulting, and operations roles. Prior to joining Steward Advisors, Jansen served as the CFO and COO of a $30B institutional investment allocator fund where he monitored numerous publicly traded and private investment strategies across the globe. Since acknowledging God’s call to join the faith driven investment space in 2020, Jansen joined the General Partnership of an emerging/ frontier market faith driven private fund manager. At Steward Advisors Group, Jansen oversees portfolio operations and all regulatory compliance efforts.

Stephen Jackson

Chief Impact Officer 

Stephen’s passion for gospel centered, Kingdom formation has led him into numerous discipleship roles over the years. In 2019, the Lord shifted his focus toward kingdom investing and took him on a journey of surrender and learning as he traveled the globe engaging with faith driven entrepreneurs in frontier markets. This journey significantly altered his personal investment strategy, activating his heart to support both likeminded investors looking to steward their investments for kingdom outcomes and the portfolio companies actively pursuing kingdom impact through their businesses.

 

 

 

Luke massey

Associate Financial Advisor

Luke joined Simmons Capital in 2024 after having spent the previous decade working in Real Estate and Sales Operations with a global insurance broker; however, his passion for personal finance began many years before then. Described as someone who could make friends with anybody, Luke loves cultivating relationships and serving individuals in the areas of their lives that appear the most daunting. He believes that laughter is truly the best medicine, and that no conversation should be spent without sharing joy together. Although a native of Upstate New York, Luke and his wife of 8 years, Emmi, now live with their two kids and Golden Retriever in Greenville, South Carolina. Outside of his passion for business and finance, Luke also enjoys history, reading, cinema, and finding hidden treasures at garage sales.

Zach Holdsworth

Associate Financial Advisor

Born and raised in Turkey, Zach’s passion for disciple making and global kingdom expansion solidified at a young age. After obtaining degrees in economics and psychology from McMaster University in Canada, Zach joined Steward Advisors as Don’s executive assistant.

Since joining, Zach has completed his paraplanner designation and expanded his role in numerous areas including financial plan development and alternative investment transaction processing. Through his expanding role, Zach seeks to empower and encourage believers toward lives of joyful surrender to the Lord.

Patty Sicluna

Director of Operations 

With a career of over 25 years working in the financial industry, Patty offers extensive experience in operations and client services. She works closely with the SCG team and clients assisting with account openings and day to day account maintenance. In her spare time, she enjoys boating, snowmobiling, and spending time with family and friends.

 

Craig Shugart

Consultant

Craig’s professional and business experiences over the last five decades span Asia, the Middle East, Latin America, Europe, and Africa. His passion is to see Christ glorified through business across the Hindu, Muslim, and Buddhist influenced world. For the past 25 years, Craig led a private impact investment fund that has invested in over 70 SME enterprises across a dozen industry sectors in 26 countries spanning North Africa, the Middle East, and Asia. Portfolio companies receive mentoring, coaching, and consulting services provided by a network of 300 individuals across 24 countries. In addition to leading the fund, Craig personally managed investment due diligence efforts.

Mats Tunehag

BAM Consultant

Mats is a seasoned, accomplished consultant, writer, and speaker in the global Business as Mission community. He is the Chairman of BAM Global, an organization that invigorates and equips global BAM community participants. From his beginnings in Central Asia in the 1990s, Mats has focused on developing national, regional, and global BAM networks and initiatives. Through his partnership with the BAM Global Think Tank, he has co-produced dozens of reports/white papers with input from over 50 national representatives, including the BAM Manifesto and the Wealth Creation Manifesto materials.

 

 

 

Aaron Batkay

Associate Financial Advisor

Aaron can be described as a results-oriented strategic thinker with a passion for helping others align their goals with actionable outcomes. Aaron and his wife Kelsie have two young children and hold loyal to their Sunday homemade pizza tradition.  Their family has a long-standing affinity with the Capital Region, dating back to 2015 when he moved to the area to direct a local non-profit, Young Life.

Outside of his work with Simmons Capital Group, Aaron helps serve Young Life staff in New Jersey as a professional development coach and strategist. Along with finance and financial planning, Aaron loves fancy coffee, cooking for his family, and time spent in community.

joseph henderson

Associate Financial Advisor

Those that know Joseph best describe him as detail oriented, genuinely relational, and a creative problem solver. With a background of more than 10 years in accounting, both public and private, the combination of his skills and talents allows him to “see the forest through the trees, while efficiently cutting down the trees that make the best path forward.”

Joseph is active in the community, having served on various board and committee positions in nonprofit, church, and municipal capacities. Joseph is Married to his wife, Anna, and has two beautiful daughters. They are passionate about serving others and dreaming up ways to have an impact on the world. When they aren’t playing worship music together, they are often found hiking a mountain or enjoying other outdoor activities. Joseph has recently acquired an enthusiasm for Pickleball and will invite you to play if the topic is ever brought up.

Melanie Butler

Operations Assistant

Melanie began her career in the financial industry in banking, eventually finding her happiness in operations and client services.  She loves working with people and believes a positive outlook can help achieve anything. AT SCG, Melanie works closely with Patty and the advisement team to complete all client related daily activities and tasks. She has a passion for creative writing and is well known for having her head buried in a book. Melanie lives locally with her son and enjoys spending her spare time with family and friends.

Seth McBee

Separate Advisor/Wealth Manager 

Seth has been a portfolio manager for over 25 years, primarily through his separate boutique investment firm. With specialties in portfolio construction, algorithmic trading, and technical analysis, Seth has proven results through numerous different market cycles. For years, Seth sought to integrate his faith into his life through volunteer efforts, church eldership, and speaking/teaching engagements. With his partnership at Steward Advisors Group, Seth has brought his love for kingdom outcomes in alignment with his unique professional giftings, serving as both a strategic business partner and a values aligned public portfolio algorithmic trader.

Aaron Rose

Consultant Serving as Deputy to the President 

Aaron is a passionate and experienced operations leader. He has spent his career building faith-driven businesses across various sectors including QSR, Green Energy, and Home Services. After graduating from Palm Beach Atlantic University, he quickly progressed to a c-suite role within a multi-brand, multinational corporation.  Aaron’s heart is for utilizing the marketplace to bring hope, transformation and flourishing to individuals, families, and communities. He now serves as Deputy to the President of Simmons Capital Group, a 37-year-old investment firm in upstate New York.

 

 

 

Ben Simmons

Associate Financial Advisor 

Ben finished his bachelor’s degree at Roberts Wesleyan College in Spring 2021. During the last two years of his college career, he developed an interest in personal finance and found out that he enjoyed helping his college friends build budgets and think through their finances. Shortly after that, he got a Financial Coach Certification through Ramsey Solutions and over a year of experience working at Simmons Capital Group. During this time, he was hard at work learning the business and studying Finance.

Ben is excited to resume his work here at Simmons Capital Group and help each of our clients reach their personal goals.

Ben loves the outdoors and as of 2021 is an accomplished “Adirondack 46er.” He seeks to continue finding larger mountains to hike each year alongside his work at Simmons Capital Group.

christine somers

Director of Marketing and Client Services 

Christine has over 30 years of marketing experience with 14 of those years in the credit union industry. As Director of Marketing and Client Services, she is excited to help with the growth of Simmons Capital Group. When you call the office, she will help you manage your Black Diamond client portal and can help with any navigating questions or resetting your credentials. In addition, she produces our YouTube Coffee & Cash video series and manages our social media pages, so keep an eye out for our weekly posts. She loves the outdoors and in her spare time will be in the garden or the woods.

What are you waiting for?