Meet our team

It takes a dedicated, knowledgeable, and experienced leadership team to ensure that our investors and stakeholders are in capable hands.

The Simplicity Solutions team is a powerhouse ensemble with a powerful set of complementary skills and an excellent balance of experience, expertise and leadership.

Brad Pries

Brad Pries

Partner & President

Meet Brad

  • 27 years of industry experience
  • CEO – Simplicity Solutions, LLC
  • President – Redhawk Wealth Advisors
  • President – Integrated Portfolio Management
  • President – MAI Advisors
  • OSJ – Royal Alliance
  • Sr. VP – Mount Yale Capital Group
  • MBA – University of Minnesota
  • BSB – University of Minnesota
  • Licenses Previously Held: Series 7, 24, 27, 63, 65
Thomas J. Rozman, CFA

Thomas J. Rozman, CFA

Partner and Chief Investment Officer

Meet Thomas

  • 30 years of industry experience
  • CIO – Simplicity Solutions, LLC
  • Founder and CEO – Investigo Corporation
  • Vice President, Institutional Sales & Trading – Merrill Lynch Capital Markets
  • MBA, Finance & Accounting, The University of Chicago Booth School of Business
  • BA, Economics, St. Olaf College
  • Chartered Financial Analyst®
  • Chartered Alternative Investment Analyst®
  • Member of the CFA Institute and the CFA Society of Minnesota
  • Member of the CAIA Association
  • FINRA Series 7, 24, 65
Rich Conley

Rich Conley

EVP, Head of Sales

Meet Rich

  • National Sales Executive – FIS
  • National Sales – Sungard
  • Managing Partner – Stingray Consulting, LLC
  • Executive Vice President – Adhesion Wealth Advisor Solutions
  • B.A. Economics, Virginia Polytechnic Institute & State University
Michael Mortellaro

Michael Mortellaro

(SVP, Head of Planning

Jared Hillman

Jared Hillman

Head of Trading

Kathleen Olesinski

Kathleen Olesinski

Chief Compliance Officer

Rosie Riley

Rosie Riley

Director, Client Services