---
title: About Us - Renew Wealth Management
description: Renew Wealth Management is a Fiduciary Financial Advisor and Educator for Military Veterans, Federal Civil Servants and their Families, located in Washington D.
author: Super User
---

About Us

## 'Truly' Comprehensive

![About Image](https://renewwealthmgmt.com/media/yootheme/cache/df/about-us-story-02-dfe8bf3a.jpg)

![About Image](https://renewwealthmgmt.com/media/yootheme/cache/70/about-us-story-01b-702ab7f7.jpg)

![](https://renewwealthmgmt.com/images/about-us-story-01b.jpg)

![](https://renewwealthmgmt.com/images/about-us-story-02.jpg)

We are a wealth management firm, with Certified Financial Planner (CFP), and Certified Public Accountant (CPA) expertise that we believe gives our clients an advantage. We personally invest our clients’ portfolios, with the aim of ensuring consistent growth and minimized volatility over time. Our Certified Public Accountant (CPA) credentials allow us to manage portfolios in a highly tax-efficient manner.

Our team understands the different milestones of life, and the challenges they bring. We work to ease the stress of each transition using our years of experience, research, and resources alongside your values and desires, to design a successful plan of action.

![](https://renewwealthmgmt.com/images/process.jpg)

> We focus on Comprehensive Wealth Management.

Your Advisor

## Meet James

![](https://renewwealthmgmt.com/media/yootheme/cache/d3/james-simon2-d340fe37.jpeg)

# James Simon, CPA, CFP®

#### President, Wealth Advisor

[Bio](https://renewwealthmgmt.com/index.php?option=com_content&view=article&id=20&catid=9)

---

![](https://renewwealthmgmt.com/media/yootheme/cache/73/Manpreet-733dd0c6.jpg)

### Manpreet Singh, MBA, CFA

##### Private Equity, Venture Capital and Real Estate Advisor

[Bio](https://renewwealthmgmt.com/index.php?option=com_content&view=article&id=65&catid=9)

![](https://renewwealthmgmt.com/media/yootheme/cache/59/Cory-White-5966cd63.png)

### Cory W. Johnson, CPA, CGFM

##### Tax Planning and Compliance Advisor

[Bio](https://renewwealthmgmt.com/index.php?option=com_content&view=article&id=35&catid=9)

![Andrew Young, MBA, CPA, CGMA](https://renewwealthmgmt.com/media/yootheme/cache/81/Andrew-Young-815740a1.jpg)

### Andrew Young, MBA, CPA, CGMA

##### Business and Estate Tax Compliance Advisor

[Bio](https://renewwealthmgmt.com/index.php?option=com_content&view=article&id=96&catid=9)

![](https://renewwealthmgmt.com/media/yootheme/cache/a2/John%20W.%20Heck%20-a24d424d.jpeg)

### John W. Heck, JD

##### Estate, Philanthropy and Trust Advisor

[Bio](https://renewwealthmgmt.com/index.php?option=com_content&view=article&id=39&catid=9)

![](https://renewwealthmgmt.com/media/yootheme/cache/64/amy-leback-642f33fc.jpg)

### Amy Lebeck

##### Paraplanner

[Bio](https://renewwealthmgmt.com/index.php?option=com_content&view=article&id=104&catid=9)

![](https://renewwealthmgmt.com/media/yootheme/cache/55/Sandra_Luna-55b07eb1.png)

### Sandra Gonzalez Luna

##### Director of Client Service

[Bio](https://renewwealthmgmt.com/index.php?option=com_content&view=article&id=90&catid=9)

![](https://renewwealthmgmt.com/media/yootheme/cache/35/joi-35f47003.jpg)

### Joi Ferrell

##### Director of Marketing

[Bio](https://renewwealthmgmt.com/index.php?option=com_content&view=article&id=112&catid=9)

Designations

## We are proud to sit on the same side of the table as our clients.

![Designation](https://renewwealthmgmt.com/images/cfp.jpg)

### Certified Financial Planner™

![Designation](https://renewwealthmgmt.com/images/cpa.jpg)

### Certified Public Accountant

![Footer Hero](https://renewwealthmgmt.com/media/yootheme/cache/ca/about-us-image-ca692384.jpg)