Our Team

Founder + Executive Vice President of Wealth Planning
Founder + Vice President of Wealth Planning
Founder + Managing Partner
Wealth Advisor
Wealth Advisor
Branch Administrator
Administrative Assistant
Administrative Operations Manager
Administrative Assistant + Insurance Administrator
Administrative Assistant
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.

Managing Partner & Chief Investment Officer | The Financial Services Network
Lead Portfolio Administrator | The Financial Services Network
Research Coordinator | The Financial Services Network

Financial Paw Pals