What to Expect

Working With Us

The primary purpose of the initial meeting is to determine fit. We want to be the right solution for your needs, and we want to make sure that you are the right client for our practice. Following our meeting we will have the opportunity to determine what our next steps should be. In our experience this is the best approach in establishing mutually beneficial relationships.

Our Strategy

We are not emotional in our process, we focus on logic. We expend our best of thinking and research when considering the vast range of financial risk management. We continually monitor both our asset managers and the ever-changing investment world. We keep an eye out for pertinent changes that may affect longevity and performance. That due diligence is critical to our success. Our firm leverages fifty plus years of intellectual capital and research to carefully assess our strategies.

Our Philosophy & Advantages

Your Best Interests, First

We partner with world-class asset managers to construct portfolios to address the critical and desirable needs of our clients. Our clients deserve a fiduciary standard of care, and we provide them with that by adhering to the AIF Code of Ethics.

The Fiduciary Relationship

Fiduciaries are held to the “fiduciary standard” by the Securities and Exchange Commission (SEC). This means the fiduciary — in this case, our RIA — is, by law, required to act in your best interest. Put simply, your financial goals are our priority. Believe it or not, not all advisors operate by this standard.

Compensation

Objective fiduciaries are compensated by one source only, their clients. Therefore, as fiduciaries, our firm will always sit on the same side of the table as our client. In short, we are not compensated from, nor incentivized to sell any investment companies strategy or product. Our only incentive is your success.

Instead of trying to reinvent the wheel, we study strategies and processes that win. This Logic gives life to all that we say or do.

Get in Touch

Who We Are

Thomas Rozman CFA®, CAIA®

Chief Investment Officer

Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.

Rusty Vanneman

Rusty Vanneman

Chief Investment Officer at Orion Portfolio Solutions

Since September 2012, Rusty is responsible for leading Orion’s portfolio Management Team and overseeing all investment operations. Previously, he served as Chief Investment Officer and Portfolio Manager at Kobren Insight Management (KIM) in the greater Boston area. His 11-year tenure at KIM included a 5-year span during which the firm was owned by E*TRADE Financial and he served as the Senior Market Strategist for E*TRADE Capital. Prior to working at KIM, he was a Senior Analyst at Fidelity Management and Research (FMR Co) in Boston. He was also a Managing Analyst at Thomson Financial.

Joshua E. Stroud

Joshua E. Stroud C(k)P®, CPFA®

Investment Advisor Representative

Joshua has been serving clients in the financial services industry since 2000. As a CPFA and AIF®, he is obligated to maintain a fiduciary standard of care, which mandates that he puts his clients interest above his own. This standard is only required of fiduciaries.

Ron Nalven CFP®

Ron has joined our team as the leader of our employee benefits division. His extensive experience is a valuable asset to our team-based approach to marketing, installation, and comprehensive client service at Reign Wealth. We offer a suite of integrated solutions to address our clients' employee benefits needs in the following areas:

  • Group Health Insurance, Group Dental, Group Life Insurance, and Group Disability plans
  • Section 125, and HSA/ HRA, and TPA administration services
  • Worksite benefits/ ancillary benefits employee portals
  • 401k plans
  • Pension & Profit-Sharing plans
  • On-site employee enrollment, and education meetings at your location(s).

Tamara K. Reeves

Chief Compliance Officer

As Chief Compliance Officer, she ensures adherence to industry regulations, internal policies, and ethical standards. Fostering a culture of integrity and accountability, helping the firm navigate complex compliance landscapes while mitigating risks and maintaining operational excellence.

Bill Wilson

Insurance Planning Specialist

Bill Wilson brings 43 years of experience in the Financial Services Industry. He is President and Founder of Wilson Financial Group, Inc., and an Investment Advisor Representative - Solicitor. Bill partners with Reign Wealth Logic, LLC, to provide insurance and annuity education. He is an annuity expert, committed to restoring investor trust through fiduciary disclosure and transparency. His approach focuses on stress testing client portfolios to ensure clients can achieve their desired gains, maintain necessary liquidity, and receive the maximum possible protection.

Walt Gynn

Walt Gynn

Annuity Planning Specialist

Having a MBA in Marketing and Economics combined with 30 years experience applying strategy and risk management to multi billion dollar portfolio’s; Walt introduces the most compelling financial solutions to help ensure the safest and best client outcomes.