Values
Helping our clients remain confident knowing they have an investment team behind them that is dedicated to:
Fiduciary Responsibility
As a fiduciary we are held to the highest standards of conduct and will always act in our clients’ best interests. Our recommended strategies will take an objective and holistic approach, suitable for each person’s financial situation.
Engaged Partnership
As a financial partner, we will implement agreed-upon financial strategies, perform ongoing reviews, and rebalance investment accounts to help keep our clients’ plans on track. We will meet to evaluate each plan’s progress, discuss each person’s specific needs, and make any strategic adjustments.
Complete Transparency
We provide complete transparency of each client’s investment strategy. We provide regular account updates, and clients may view investment performance, allocations, holdings, trades, dividends, and more through our secured portal.
Professional Execution
Our planning, operations, and investment specialists work in concert with an investment committee and insurance specialists to provide additional professional management resources to our clients.
Team
Helping Create Successful Outcomes Through Market Cycles
Wealth Team
Bryce Vogel
Financial Advocate and Educator
Bryce Vogel is committed to empowering individuals and communities with financial knowledge to help them achieve their retirement goals, protect their families, and leave a legacy. His practice emphasizes education, strategic planning, and great products. Bryce equips his clients with the insights and guidance needed to help make sound financial decisions both now and in the future. He prides himself on consistently offering his best thinking in an ever evolving world.
Professional Journey
With twenty years of experience in the insurance industry, Bryce’s dedication to comprehensive client care led him to Capital Choice, where he resonates with the mission to “do what is right for clients, every time.” His passion for investments and retirement planning found a perfect match in Corecap Investments and Simplicity Wealth. Qualifications
Bryce holds a Life Insurance license and a Property and Casualty insurance license. He is also licensed with securities for Series 6 (Registered Representative), Series 63 (State Securities Law), and Series 65 (Investment Advisor Representative). Bryce’s professional designation include CPFA (Certified Plan Fiduciary Advisor) and WMS (Wealth Management Specialist).
Personal Life
Bryce is married to Danelle and enjoys life in Arizona, where he has lived since 1996. He and his wife are passionate about their Great Danes, traveling, outdoor activities and their garden. Aspirations are too soon join the motorhome and off-roading communities in the next couple of years.
Investment Team
Thomas Rozman, CFA®, CAIA®
Chief Investment Officer
Mr. Rozman 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. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.
Paul Tinnirello
Director of Operations
Mr. Tinnirello is responsible for overseeing Operations for Simplicity Wealth. He has more than 25 years of experience in the financial services industry, and was most recently Chief Operating Officer at Bleakley Financial Group. He began his career as a Financial Advisor at Merrill Lynch before transitioning into leadership, management, and compliance roles at wirehouses and RIAs. Mr. Tinnirello holds dual Masters degrees from Fordham University, with concentrations in Management and Finance.
Michael Mortellaro
Head of Planning
Mr. Mortellaro is responsible for leading the Planning team for Simplicity Wealth. Prior to Simplicity, Mr. Mortellaro led the Practice & Planning teams at Global Financial Private Capital. In his 25 years of experience in the financial services industry, he also held executive leadership positions at Charles Schwab, Fidelity Investments, and New York Life. Mr. Mortellaro is Series 7, 9, 10, 63 and 65 securities licensed, and is a Life and Health insurance licensed agent. Mr. Mortellaro earned a B.B.A. from American Intercontinental University.
Scott Raider
Chief Compliance Officer
Mr. Raider serves as Chief Compliance Officer for Simplicity Wealth. Prior to joining Simplicity, Mr. Raider served as Chief Compliance Officer for a rapidly expanding independent financial advisory firm and as a Designated Principal and Compliance Supervision Analyst at the largest independent broker-dealer in the nation. With over a decade of experience in compliance supervision and regional management, Mr. Raider directs the development and optimization of compliance policies, procedures, and systems across the Wealth channel. Mr. Raider earned a B.S. in Political Science from the University of California, Santa Barbara.