HJ Sims Expands Public Finance Education Practice

Richard Harmon

HJ Sims is pleased to announce the addition of two senior bankers, Richard Harmon and Robert Nickell, expanding the firm’s public finance education practice. The HJ Sims public finance team provides comprehensive capital planning, structure and execution for charter schools, public and private education systems and institutions.

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Clark Retirement Community Announces Planned Affiliation with BHI Senior Living

“When our Board of Trustees chose HJ Sims to represent Clark in identifying and evaluating potential affiliation partners it was due to two key factors: 1) HJ Sims reputation and experience in working with non-profit, faith based Life Plan Communities through this process and 2) Clark’s ability to work with Lynn Daly. Lynn has consistently demonstrated to me and my Board a willingness to know and embrace our mission, vision and values over the time we have worked with her. She is also honest and frank about the process and how it will work. We are very pleased with the work and support received from HJ Sims and Lynn Daly and we look forward to continuing our relationship with them for years to come.” – Brian Pangle, President/CEO, Clark

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Congratulations to Rebecca Beckett on earning her CFP® Certification

HJ Sims is thrilled to congratulate our Jupiter, FL-based Rebecca Beckett on accomplishing her goal of earning the Certified Financial Planner™ professional certification.

Rebecca recently passed the CFP® certification examination and met the additional requirements to earn the designation. We are proud to recognize this significant accomplishment and Rebecca’s hard work and determination. The CFP® designation is the highest standard of excellence in the field of personal financial planning.

The path to CFP® certification is a rigorous but rewarding process, equipping candidates like Rebecca with the knowledge and skills to assist with providing comprehensive financial advice to clients. Successful candidates complete a multi-year, multi-step process to obtain the skills and real-life experience needed to serve your best interests, no matter what your financial goals are. They pledge to adhere to high ethical and professional standards for the practice of financial planning, always putting your welfare first. CFP® professionals are trained in the fundamentals of financial planning, estate planning, insurance planning, investments, retirement planning and tax planning. They can provide a detailed financial plan supporting all areas of your financial life, or offer advice about a specific financial need.

As a CFP® professional, Rebecca offers financial planning services incorporating a holistic view of her clients’ financial and personal circumstances. Financial planning is the output of a collaborative process that helps maximize your potential for meeting your life goals. With more than 15 years’ experience in financial services, Rebecca is passionate about helping instill investment confidence an offering tailored guidance for her clients.
Next time you speak with Rebecca in our Jupiter office, be sure to join us in congratulating her on this brilliant professional milestone.

More about Rebecca 

Information is provided as a public service by Certified Financial Planner Board of Standards, Inc. (CFP Board). A nonprofit, professional organization, CFP Board fosters professional standards in personal financial planning so that the public values, has access to, and benefits from competent and ethical financial planning.

CFP® certification marks are owned by Certified Financial Planner Board of Standards, Inc. (CFP Board). Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the CFP® certification process that includes education, examination, experience and ethical requirements.

Congrats to “Best in Wellness” Winners

We would like to congratulate our clients who were recognized as the 2021 ICAA (International Council on Active Aging) NuStep Beacon Award winners for “Best in Wellness.”

Read more about the list of winners from the 2021 ICAA NuStep Beacon Award recipients.

HJ Sims forges a new stage in the world of investments

Raul Escudero, Managing Director, HJ Sims Puerto Rico said the firm is looking for young talent interested in forging a career in the investment world.

Escudero believes that the local economy shows encouraging signs and proposes to create a new strain of financial advisors on the island.

Read more in EL Neuvo Dia.

HJ Sims Advises on Poydras Homes Expansion Project

HJ Sims announced it closed $23,340,000 in financing for Poydras Homes, a continuing care retirement community in New Orleans, Louisiana.

The CCRC includes 64 private nursing care beds, all of which will be replaced with the first certified Green House project in the state in two three-story buildings along with 14 additional assisted living units.

Read more in Skilled Nursing News.

Autism, IDD Nonprofit Elwyn Secures $45M Refinancing Package

HJ Sims is pleased to have helped make the refinancing possible. It conducted a comprehensive bank solicitation seeking a $45 million taxable credit facility, comprising a $30 million line of credit and letters of credit for up to $15 million. The facility is secured by a pledge of gross revenues and a mortgage on Elwyn’s main campus on parity with Elwyn’s $56 million of outstanding tax-exempt bonds and tax-exempt/taxable bank debt.

Read more in Behavioral Health Business.

HJ Sims secures $45M taxable credit facility for human services non-profit

HJ Sims closed a $45 million refinancing package for Elwyn, a Media, Pennsylvania-based nonprofit provider of support, treatment and education to children and adults with intellectual and developmental disabilities, autism and related behavioral health issues in the U.S. Elwyn delivers education, residential and community-based treatment, and vocational training programs to more than 20,000 individuals in California, Delaware, New Jersey, Pennsylvania, Rhode Island, Maine, Massachusetts, North Carolina, and Virginia. 

Read more in Senior Housing News.