Simplicity’s senior and partner leadership.

This Is Simplicity

Simplicity is a leading financial products distribution firm that specializes in providing best-in-class insurance, investment, and business development solutions. Simplicity supports its partners in fulfilling their commitments to their clients and achieving their business objectives through:

Premier insurance and wealth management solutions
Professional execution and support
Innovative sales and marketing strategies
Forward-thinking training and education

By way of organic growth and acquisition of top financial distribution and technology companies, Simplicity has become one of the largest organizations of its kind. Simplicity seeks to attract the industry’s best in leadership, talent, advisors, and future partners, so that it may continue to influence the way businesses succeed in the independent financial services sector.

Senior Leadership

BRUCE DONALDSON
President and Chief Executive Officer
Mr. Donaldson serves as Simplicity’s President and Chief Executive Officer…

MITCH LEIDNER
Chief Financial Officer
Mr. Leidner serves as Simplicity’s Chief Financial Officer. Mr. Leidner is…

CHRISTINA PARKER
General Counsel
Ms. Parker serves as Simplicity’s General Counsel. Ms. Parker is…

ERIN McCANN
EVP of Corp Dev and President of Simplicity Wealth
Mr. McCann serves as Simplicity’s Executive Vice President of Corporate…

TOM YERGER
EVP of M&A and Integration
Mr. Yerger serves as the Executive Vice President of Mergers and Acquisitions…

DAVID McDANIEL
EVP, Marketing Services
Mr. McDaniel serves as Simplicity’s Vice President of Marketing. Mr. McDaniel is…

JASON JENKINS
EVP of Sales
Mr. Jenkins serves as Simplicity’s EVP of Sales. Mr. Jenkins is…

HEATHER PECK
EVP of Human Resources
Ms. Peck serves as Executive Vice President of Human Resources…

MIKE EBMEIER
Executive Vice President
Mr. Ebmeier serves as Executive Vice President. Mr. Ebmeier has more than 34 years of experience…

KEN MCGEE
Executive Vice President
Ken McGee serves as Executive Vice President, Simplicity Group. Mr. McGee is responsible for overseeing the Company’s integration…

EMILY CRAMER
Vice President, Business Development
Ms. Cramer serves as Vice President of Business Development. Prior to joining Simplicity…

DENIELLE WEBB
Vice President

Ms. Webb serves as Simplicity’s Vice President. Ms. Webb is responsible for overseeing…

ALEX TIMEUS
Director of Communications
Ms. Timeus serves as Director of Communications. Ms. Timeus is responsible for…

JARED MARGOLIES
Director of Compliance
Mr. Margolies serves as Director of Compliance. Mr. Margolies is responsible for developing and enhancing…

Nathan Jacobson Simplicity Life

NATHAN JACOBSON
Executive Vice President
Nathan Jacobson is an Executive Vice President at Simplicity Group, for which he…

Partner Leadership

JAY ADAMS

Raleigh

KEVIN ARSHAM

Cleveland

JOHN BAKER

The Eagle Team

JAMIE CLINE

Atlanta

JASON CHAIFETZ

Atlanta

SHANNON COMPTON

The Annuity & Life Source

JON DAVIS

Des Moines

TERRY FEUCHTINGER

Houston

MICHAEL FORD

Glendale

JARROD FISHER

Financial Distributors

GREG GALL

The Eagle Team

BRIAN GENGLER

Minneapolis

HEATHER HUTCHINSON

The Annuity & Life Source

REID JUUL

Houston

MICHAEL KASULA

Illinois

MIKE KELLY

Life Policy Pros

STEVE KERNS

InsurMark

CHRIS LESTER

The Eagle Team

BRIAN LIPINSKI

Pittsburgh
Advisors Resource

TIM MASTEL

JEFF MAXEY

InsurMark

FORREST MITCHELL

Buckhead Brokerage Group

DOUG MISHKIN

Algren Associates

GREG PATTERSON

Advisor Financial Group

BRAD PRIES

Sawtooth Solutions

DON QUANTE

Asset-Based LTC

MIKE STERANKA

Minneapolis

BRAD SUNDERLAND

Sunderland Group

DEREK SUNDERLAND

Sunderland Group

DAVE WOHLWEND

Advisors Resource

BERNERD VUKELICH

Pittsburgh