This is Simplicity.

Headquartered in Summit, New Jersey, Simplicity Group Holdings is a leading financial institution that specializes in providing independent financial professionals with best-in-class insurance, investment, and business development solutions. The organization understands the drivers behind a successful independent financial company and has dedicated its resources to offering strategies that are intelligent in design, proven, and easily executable.

Simplicity supports its advisor 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 transform the independent financial services industry, and the way advisors succeed in business.

Leadership

BRUCE DONALDSON
President & 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…

ERIN MCCANN
EVP of Corporate Development
Mr. McCann serves as Simplicity’s Executive Vice President of Corporate…

MICHAEL ZAMPARDI
Chief Operating Officer
Mr. Zampardi serves as Simplicity’s Chief Operating Officer…

JASON JENKINS
Chief Marketing Officer
Mr. Jenkins serves as Simplicity’s Chief Marketing Officer. Mr. Jenkins 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…

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