This is Simplicity.

The Simplicity Group 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…

MICHAEL ZAMPARDI
Chief Operating Officer
Mr. Zampardi serves as Simplicity’s Chief Operating Officer…

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

JASON JENKINS
Chief Marketing Officer
Mr. Jenkins serves as Simplicity’s Chief Marketing Officer. Mr. Jenkins is…

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

JACOB STERN
EVP of Strategy and President of Simplicity Life
Mr. Stern serves as Simplicity’s Executive Vice President of Strategy and President…

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

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

Principal Leadership

JAY ADAMS

Raleigh

KEVIN ARSHAM

Cleveland

CHAD BLANTON

Scottsdale

JAMIE CLINE

Atlanta

JASON CHAIFETZ

Atlanta

DOMINIC CURSIO

Financial Distributors

JON DAVIS

Des Moines

TRENT DAVIS

Des Moines

MICHAEL FORD

Glendale

JARROD FISHER

Financial Distributors

STEVE KERNS

InsurMark

BRIAN LIPINSKI

Pittsburgh

JEFF MAXEY

InsurMark

DAVID MCDANIEL

Scottsdale

DON QUANTE

Asset-Based LTC

BRIAN SCHNEIER

Life

BERNERD VUKELICH

Pittsburgh