Our team
Meet the Simple Financial professionals identified in the firm's official disclosure records. Use each independent profile link to verify the latest registration and disclosure information.
Principal and Investment Adviser Representative
The firm's filed brochure identifies Justin as a principal and investment adviser representative. His disclosed education includes an MS in Personal Financial Planning and a BA in Economics; verify current registrations through the linked IAPD report.
Chief Compliance Officer and Investment Adviser Representative
The firm's filed brochure identifies Jonathan as chief compliance officer and an investment adviser representative. It lists a BA in Accounting from Portland State University and separately discloses insurance activity.
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Investment Adviser Representative
Kristopher is identified in the firm's filed brochure as an investment adviser representative. The brochure lists a BA in Business Management from Northwest Nazarene University and separately discloses insurance activity.
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Managing Member and Investment Adviser Representative
The firm's filed brochure identifies Lawrence “Larry” Gray as managing member and an investment adviser representative. It lists a BS in Military Art and Science from the United States Military Academy and separately discloses insurance activity.
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Investment Adviser Representative
Kayzia is identified in the firm's filed brochure as an investment adviser representative. The brochure does not list post-secondary education and separately discloses insurance activity; use the linked record for current details.
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Investment Adviser Representative
The official brochure identifies Gerald “Jerry” Olsen as an investment adviser representative. It lists a BA in International Relations from Brigham Young University and separately discloses insurance activity.
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Investment Adviser Representative
The firm's filed brochure identifies Nathan “Nate” Billeter as an investment adviser representative. It lists an MBA from Westminster College and a BA in Russian from Brigham Young University, and separately discloses insurance activity.
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Investment Adviser Representative
Marcus is identified in the firm's filed brochure as an investment adviser representative. The brochure does not list post-secondary education and separately discloses insurance activity; use the linked record for current details.
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Investment Adviser Representative
The official brochure identifies Thomas “Tom” Bennett as an investment adviser representative. It lists a BA in Economics and Music from Bowdoin College plus graduate business and arts-administration degrees from Southern Methodist University, and separately discloses insurance activity.
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