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.

Erin McCann

Erin McCann


Meet Erin

  • 25 years of industry experience
  • President, Simplicity Wealth
  • Director of InvestmentSL Investment Partners
  • Vice President, Goldman Sachs
  • M.B.A., Investment Management, University of North Carolina
  • B.A. Government and Economics, Hamilton College
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
Rosie Riley

Rosie Riley

Director, Client Services