MITCH LEIDNER

Chief Financial Officer

Mr. Leidner serves as Simplicity’s Chief Financial Officer. Mr. Leidner is responsible for directing the Group’s overall financial activities, including budgeting, forecasting, reporting, accounting, and capital management. Prior to Simplicity, Mr. Leidner was a partner and co-head of the banking and credit team at the private equity firm which owns Simplicity. Mr. Leidner has been in the private equity and venture capital industry for over 20 years. Prior to his private equity career, Mr. Leidner held positions at several Wall Street investment banking and management firms. Mr. Leidner earned a M.B.A. from Columbia Business School, and a B.S.E in Finance and a B.A.S. in Engineering from the University of Pennsylvania. Mr. Leidner serves as a Director for Simplicity Group Holdings.

JASON JENKINS

EVP of Sales

Mr. Jenkins serves as Simplicity’s Executive Vice President of Sales.  Mr. Jenkins is responsible for directing and overseeing the planning, development, and implementation of the Group’s sales and marketing strategy. Mr. Jenkins is also responsible for the continuing development of AssetLock®, the Group’s proprietary portfolio communication system. Prior to founding AssetLock® and joining Simplicity, Mr. Jenkins was an independent investment advisor and maintains his life and health insurance licenses. Mr. Jenkins earned a M.B.A. from Point Loma Nazarene University and a B.A. from Westmont College.

JACOB STERN

EVP of Strategy and President of Simplicity Life

Mr. Stern serves as Simplicity’s Executive Vice President of Strategy and President of the Life Channel.  Mr. Stern is responsible for advising and executing on Simplicity’s strategic initiatives and for growing the Group’s overall life insurance premium. Prior to Simplicity, Mr. Stern was Chairman and CEO of an insurance marketing organization, which he grew to be one of the country’s leading independent insurance distribution businesses. Mr. Stern previously worked as a consultant for a national firm, advising finance and healthcare companies on business process improvements. Mr. Stern earned a B.A. from the University of Michigan.

DAVID McDaniel

Vice President, Marketing

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

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.

Director of Communications

Ms. Timeus serves as Director of  Communications. Ms. Timeus is responsible for overseeing the development and execution of brand marketing and communication strategies. Ms. Timeus joined Simplicity in November of 2018 with 12 years of branding, marketing, and public relations experience in the financial services industry. Ms. Timeus’ prior positions include serving as an independent consultant and as the director of public relations for a financial services marketing communications firm. Ms. Timeus earned a B.S. in marketing from the University of Wyoming.