Values
Helping our clients remain confident knowing they have an investment team behind them that is dedicated to:
Fiduciary Responsibility
As a fiduciary we are held to the highest standards of conduct and will always act in our clients’ best interests. Our recommended strategies will take an objective and holistic approach, suitable for each person’s financial situation.
Engaged Partnership
As a financial partner, we will implement agreed-upon financial strategies, perform ongoing reviews, and rebalance investment accounts to help keep our clients’ plans on track. We will meet to evaluate each plan’s progress, discuss each person’s specific needs, and make any strategic adjustments.
Complete Transparency
We provide complete transparency of each client’s investment strategy. We provide regular account updates, and clients may view investment performance, allocations, holdings, trades, dividends, and more through our secured portal.
Professional Execution
Our planning, operations, and investment specialists work in concert with an investment committee and insurance specialists to provide additional professional management resources to our clients.
Team
Helping Create Successful Outcomes Through Market Cycles
Wealth Team
Joe Bonaccorsy, CFP®
Founder and President
Joe Bonaccorsy is Certified Financial Planner® recognized by Consumers Research Council as one of America’s Top Financial Planners. Joe is a frequent speaker on retirement and estate planning for both government agencies and corporations. Joe received his BA and graduated Magna Cum Laude from American Intercontinental University and Financial Planning Certificate from Florida Tech University.
As a fiduciary, Joe helps his clients set a clear and realistic path toward meeting their goals while optimizing their investments using strategies that incorporate math and historical data to build plans that have the highest probability of success regardless of market cycles, while minimizing taxes and risk. Joe believes that his ability to provide his clients with quality financial planning advice and service is dependent on developing strong, trusting, and lasting relationships. Providing his clients with choices and alternatives when providing strategies to help meet their financial needs and goals has been the driving force behind his career as a trusted financial advisor.
In his free time, Joe enjoys golfing, umpiring high school, college, and men’s league baseball, as well as spending quality time with family.
Investment Team
Thomas Rozman, CFA®, CAIA®
Chief Investment Officer
Mr. Rozman is responsible for leading the Investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.
Rosie Riley
Head of Operations
Ms. Riley is responsible for leading the Operations team for Simplicity Wealth. She has spent more than 20 years in the financial services space. Prior to Simplicity, Ms. Riley was the President and CEO of HighImpact Consulting LLC, a consulting firm dedicated to optimizing efficiencies for financial services firms. Ms. Riley earned her B.A. from University of Northwestern, St. Paul, with a degree in Business Administration and Management.