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
Jeff Musgrove
Founder, President
Being a native Texan, Jeff grew up in Cypress, just northwest of Houston. Being the youngest of 4 children, as well as the only son, his parents taught the children strong Christian and family values. Jeff considers his dad, who was a minister for the Lutheran church, one of his most valued mentors. While growing up, they lived a very modest lifestyle, doing without many of the “extras” in life due to the limited income that most pastors have.
Upon graduating from Cy-Fair High School, he attended Texas A&M University achieving his certification as a Professional Firefighter and Paramedic. During his firefighting career he and his wife, Cecilia, were married in 1987. Several years in the fire service and 4 children later, it soon became obvious, that in order to provide for his family and still have time to spend with them, it would be necessary for a career change.
Jeff studied for and achieved his Insurance License in 1997 and began a career helping companies with their employee benefits. Through continued education and certifications, he began helping people with their Medicare Insurance options. As a result of the professional way he helped his clients, and the trust built with them, many began requesting his help with planning their income in retirement.
Today, not only is he helping families planning their retirement income, he has also successfully passed the Series 65 Investment Advisers Law Exam in 2016 and is an Investment Adviser Representative.
As a retirement planner, Jeff’s primary focus is to help families reach their retirement financial goals. As a diligent educator of the retirement process, he believes in taking the extra time and care needed to help his clients navigate life’s biggest retirement hurdles. He always goes above and beyond to build personalized strategies for each client, every time.
When Jeff isn’t helping others reach their financial goals, he enjoys spending time with his family, serving in his church, and enjoying the outdoors.
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.
Paul Tinnirello
Director of Operations
Mr. Tinnirello is responsible for overseeing Operations for Simplicity Wealth. He has more than 25 years of experience in the financial services industry, and was most recently Chief Operating Officer at Bleakley Financial Group. He began his career as a Financial Advisor at Merrill Lynch before transitioning into leadership, management, and compliance roles at wirehouses and RIAs. Mr. Tinnirello holds dual Masters degrees from Fordham University, with concentrations in Management and Finance.
Michael Mortellaro
Head of Planning
Mr. Mortellaro is responsible for leading the Planning team for Simplicity Wealth. Prior to Simplicity, Mr. Mortellaro led the Practice & Planning teams at Global Financial Private Capital. In his 25 years of experience in the financial services industry, he also held executive leadership positions at Charles Schwab, Fidelity Investments, and New York Life. Mr. Mortellaro is Series 7, 9, 10, 63 and 65 securities licensed, and is a Life and Health insurance licensed agent. Mr. Mortellaro earned a B.B.A. from American Intercontinental University.
Scott Raider
Chief Compliance Officer
Mr. Raider serves as Chief Compliance Officer for Simplicity Wealth. Prior to joining Simplicity, Mr. Raider served as Chief Compliance Officer for a rapidly expanding independent financial advisory firm and as a Designated Principal and Compliance Supervision Analyst at the largest independent broker-dealer in the nation. With over a decade of experience in compliance supervision and regional management, Mr. Raider directs the development and optimization of compliance policies, procedures, and systems across the Wealth channel. Mr. Raider earned a B.S. in Political Science from the University of California, Santa Barbara.