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…

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

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

KEN MCGEE
Chief Operating Officer
Ken McGee serves as Chief Operating Officer, of Simplicity Group. Mr. McGee is responsible for overseeing the Company’s integration…

STEVE KERNS
EVP of Business Relationships
Mr. Kerns serves as EVP of Business Relations. Mr. Kerns is responsible for…

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

Nathan Jacobson Simplicity Life

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

DENIELLE WEBB
Vice President

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

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

JASON JENKINS
EVP of Sales
Mr. Jenkins serves as Simplicity’s Executive Vice President of Sales.

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

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

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

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

Partner Leadership

JAY ADAMS

Raleigh

KEVIN ARSHAM

Cleveland

JOHN BAKER

Eagle Team

GRACE BARNARD

NIW

CHAD BLANTON

Scottsdale

STEVE BULLER

Eagle Team

ANDY BURNS

Advisors Resource

JAMIE CLINE

Atlanta

LORI CAIAZE

Daly Brokerage

CHAD CASTLE

Eagle Team

JASON CHAIFETZ

Atlanta

SUSAN CIMINI

Hancock Brokerage

SHANNON COMPTON

The Annuity & Life Source

KELLY DALY

Daly Brokerage

CHRIS DANIELS

Passerelle Partners

DAVID FALKENSTEIN

Keystone Benefit Group

MICHAEL FALKENSTEIN

Keystone Benefit Group

TERRY FEUCHTINGER

Houston

JARROD FISHER

Financial Distributors

MICHAEL FORD

Glendale

GREG GALL

Eagle Team

SHAWN GOHEEN

Goheen Companies

BRIAN GENGLER

Minneapolis

SEAN GIROUX

IMS Associates

DIANA GREENBERG

Total Financial

DREW GRIFO

CCB Insurance

JEFF HUTCHISON

Aptus Marketing

HEATHER HUTCHINSON

The Annuity & Life Source

SHAWN JEANES

Designs in Life

JUSTIN JURS

Jurs Montgomery

REID JUUL

Houston

MICHAEL KASULA

Illinois

JUDY LANE

NIW

CHRIS LESTER

Eagle Team

BRIAN LIPINSKI

Pittsburgh

ALAN LOCKHART

Marketing Financial

TIM MASTEL

Advisors Resource

VICTORIA MAYER

Passerelle Partners

JEFF MAXEY

InsurMark

CHRIS MILLER

Allegis Advisor Group

JEFF MILSTEAD

Simplicity Keystone

FORREST MITCHELL

Simplicity Buckhead

DOUG MISHKIN

Algren Associates

BEN NEVEJANS

LifePro

BOB OGURCAK

Triton Brokerage

BRIAN PIERCE

Allegis Advisor Group

FERNANDO POU

Passerelle Partners

DON QUANTE

Asset-Based LTC

BYRON RASMUSSEN

Allegis Advisor Group

THOMAS ROZMAN

Sawtooth Solutions

CHRIS RONSHAGEN

Jurs Montgomery

MIKE STERANKA

Minneapolis
Sunderland Group

BRAD SUNDERLAND

DEREK SUNDERLAND

Sunderland Group

BARNEY TANNER

Allegis Advisor Group

HEATHER ULZ

LifePro

DAVE WOHLWEND

Advisors Resource

SEAN WICKERSHAM

The Leaders Group
Daen Wombwell

DAEN WOMBWELL

NIW

SCOTT WHITEHEAD

Total Financial

BERNERD VUKELICH

Pittsburgh