ERIN McCANN

EVP of Corporate Development and President of Simplicity Wealth

Mr. McCann serves as Simplicity’s Executive Vice President of Corporate Development. Mr. McCann is responsible for managing the Group’s market analysis and reviewing corporate development opportunities. Mr. McCann also serves as the President of Simplicity Wealth, the Group’s investment management business. Prior to Simplicity, Mr. McCann was the director of investments for a multi-billion-dollar family office, for which he was responsible for building and managing a diversified investment portfolio. Previously, Mr. McCann was a director of finance at a national sports organization, and a vice president in the equity research division at an international investment bank. Mr. McCann earned a M.B.A. from the University of North Carolina and a B.A. from Hamilton College.

DAVID McDANIEL

EVP, Marketing Services

Mr. McDaniel serves as Simplicity’s Vice President of Marketing. Mr. McDaniel is responsible for directing and overseeing the planning, development, and implementation of the Group’s marketing team and programs. Mr. McDaniel joined the Simplicity Group in 2015 with nearly a decade of experience in the insurance industry. Prior to joining the Group of companies, Mr. McDaniel worked in market research, actuarial pricing and managed the marketing programs of a medium-sized insurance carrier. Mr. McDaniel is Life and Health insurance licensed in the state of Arizona and earned a B.S. in finance from Arizona State University

MIKE EBMEIER

Executive Vice President

Mr. Ebmeier serves as Executive Vice President. Mr. Ebmeier has more than 34 years of experience in annuity, life insurance, and LTC benefit product sales, annuity product design, and product marketing and distribution in the independent financial services industry. In his role, Mr. Ebmeier is responsible for driving strategic growth in various distribution channels, including annuities and various other insurance products, developing carrier partnerships, advancing proprietary product designs, and enhancing product marketing. Prior to joining Simplicity, Mr. Ebmeier served as Senior Vice President of Independent Annuity Distribution for Global Atlantic Financial Group, for which he was responsible for all aspects of the distribution of annuities to independent marketing organizations and agencies. Prior to Global Atlantic, Mr. Ebmeier served in various capacities, including: Vice President of Sales for Fidelity and Guaranty Life; Vice President of Independent Distribution for Baltimore Life Insurance Company; and, as managing partner of Producers Choice East, and Bay Pilot Marketing. Mr. Ebmeier earned an MBA and BBA from Loyola College of Maryland, is a CFP and holds various securities and insurance licenses and previously served as Chairman of the National Association for Fixed Annuities (NAFA).

JARED MARGOLIES

Director of Compliance

Mr. Margolies serves as Director of Compliance. Mr. Margolies is responsible for developing and enhancing the compliance protocol across the Group. Mr. Margolies has over 20 years of compliance and supervisory experience, including leading the compliance team at a global life and annuity wealth management insurance company. Mr. Margolies earned a B.A. in Business from Stockton University.