Founder | Financial Advisor

Anna has a true passion for empowering her clients and is great at helping them create clear financial plans for their future while incorporating the goals that are important to them.

Anna has an extensive financial career with a background in financial planning, investment management, Pension Systems Accountant, financial reporting, taxes, and running a few small businesses.

She holds financial industry licenses Series 7, Series 66, Life and Health Licenses.

Financial Advisor

Melissa has worked in the securities industry in a variety of roles for almost 20 years. As a Financial Advisor she currently helps her clients in all phases of life but especially enjoys being there for them in times of life transitions and uncertainty. Her hope is that with each client she works with, they walk away from the conversation feeling that they have someone to help walk beside them on their financial journey.

She holds financial industry licenses Series 7, Series 66, Life and Health Licenses.

Client Relations Manager

Brittany is the Client Relations Manager at Simplicity. This means she takes care of opening accounts, processing requests for money, address changes, and much more!

Brittany has 20 years of industry experience with a background in banking and financial planning services.