Our Team

Aaron Johnson

Founder + Executive Vice President of Wealth Planning

Bob Chitrathorn

Founder + Vice President of Wealth Planning

Kenichi Igarashi

Founder + Managing Partner

Cory Leckie

Wealth Advisor

Joshua Mason

Wealth Advisor

Darlene Bowman

Branch Administrator

Liz Discoe

Administrative Assistant

Chelsea Gilstrap FPQPFPQP

Administrative Operations Manager

Karina Jaime

Administrative Assistant + Insurance Administrator

Deanna Poidomani AVPAVP

Assistant Vice President of Virtual Administrative Services

Taylor Roberts

Administrative Assistant

The Financial Service Network

At Simplified Wealth Management, we utilize resources from The Financial Services Network’s Portfolio Consulting Team in order to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we are able to devote more time to you, our valued clients.

Jeremy Olen CFA®CFA®

Managing Partner & Chief Investment Officer | The Financial Services Network

Chris McLeod AIF®AIF®

Lead Portfolio Administrator | The Financial Services Network

Vlad Avdeyuk AIF®AIF®

Research Coordinator | The Financial Services Network

Jacob Whitaker

Research Coordinator | The Financial Services Network

Walter Yarmolyuk

Research Coordinator | The Financial Services Network

Zachary Catterlin

Research Coordinator | The Financial Services Network