Meet Simon Devenish

Hi, I’m Simon, and I could tell you about how I’m an independent financial advisor registered in NY, FL, and TN. I do have to mention I hold my Series 6, 63, and 65 registrations with LPL Financial.

That’s not what truly matters to you, right?

You want to know why I started Lift Bridge Financial™ and our purpose for working together.

For starters, I see financial planning, investments, and insurance as simply vehicles. These are the ways we help you get greater access to exciting, real opportunities. We cover more of the why behind our work at Lift Bridge Financial™ on our Start Here page.

For me, I see our work as a way to empower you with the right advice when you need it. I see a vision for high-quality service for every one of our neighbors on the West Side. You don’t have to drive all the way into Rochester just to connect with a competent, caring advisor. You want to know I actually give a s*** about you, your family, and your future beyond your portfolio.

My story started in Western Australia (yes, you can now read this with an Aussie accent in your mind. G’day!). I started my career as a business manager, then later as an educator, working with both at-risk youth and as an after-school tutor before becoming a business owner. I moved to the U.S. in 2016 and became the Museum Director for the Spencerport Depot & Canal Museum. That passion for educating others with care and excellence led me to become a Health and Life Insurance broker in 2017. I further became a Financial Advisor in early 2022.

Lift Bridge Financial™ allows me to provide extraordinary service, empowering education, and data-driven plans that fit your future. This is more than just a business – it’s a way for me to contribute to our West Side communities. My wife Laura and I are proud to call Spencerport home.

Whenever I’m not busy working with clients, I enjoy cooking, camping, hiking, and photography. I also volunteer with the Loop Ministries Urban Food Pantry and the Spencerport Rotary Club.