Leadership Overview
Simplicity Group has 8 executives leading key functions including strategy, finance, operations, human resources, marketing, and wealth management.
Committed to empowering financial professionals through comprehensive planning solutions, Simplicity Group delivers robust wealth management, insurance, and financial planning services to foster long-term client success and sustainable business growth.
Committed to empowering financial professionals through comprehensive planning solutions, Simplicity Group delivers robust wealth management, insurance, and financial planning services to foster long-term client success and sustainable business growth.
Leadership Roles at Simplicity Group
Bruce Donaldson - Chief Executive Officer
Bruce Donaldson, the Chief Executive Officer at Simplicity Group, directs the overarching corporate strategy and long-term vision for the organization. By aligning wealth management and insurance product offerings with the evolving needs of financial advisors and institutions, the Chief Executive Officer ensures consistent market expansion. Bruce Donaldson maintains rigorous oversight of the partnership-driven business model, focusing on the integration of value-added services that support holistic financial planning. This leadership role involves constant collaboration with the Board to drive sustainable growth and operational excellence across all national markets. Through the implementation of innovative income strategies and wealth accumulation frameworks, the Chief Executive Officer strengthens the competitive position of the firm. By prioritizing education and collaborative growth, the Chief Executive Officer secures the financial stability of the organization while expanding the reach of essential planning solutions to diverse consumer segments.
Mitchell Leidner - Chief Financial Officer
Mitchell Leidner, the Chief Financial Officer at Simplicity Group, manages the fiscal health and capital allocation strategies of the organization. Overseeing financial reporting, budgeting, and investment analysis, the Chief Financial Officer ensures the firm maintains the necessary liquidity to support its broad range of insurance and wealth management products. Mitchell Leidner directs the financial planning processes that enable the company to scale operations effectively while mitigating risk in volatile market conditions. This role requires close coordination with other C-suite leaders to evaluate the profitability of new business lines and institutional partnerships. By optimizing the capital structure, the Chief Financial Officer supports the long-term objectives of the firm, ensuring that resources remain available for the development of guaranteed income strategies and other critical financial tools. Through disciplined fiscal management, the Chief Financial Officer drives the overall economic performance and stability of the enterprise.
Kenneth McGee - Chief Operating Officer
Kenneth McGee, the Chief Operating Officer at Simplicity Group, architects the internal processes and operational infrastructure required to deliver high-quality financial services. By streamlining the delivery of insurance and wealth management solutions, the Chief Operating Officer enhances the efficiency of support provided to financial advisors and broker-dealers. Kenneth McGee oversees the integration of technology and business support systems, ensuring that the firm maintains a seamless experience for all institutional partners. This leadership role involves managing complex operational workflows that facilitate the distribution of long-term care planning and wealth accumulation products. Through the continuous improvement of internal systems, the Chief Operating Officer drives productivity and ensures that the organization meets the rigorous demands of the financial services industry. By focusing on operational scalability, the Chief Operating Officer enables the firm to expand its market presence while maintaining the high standards of service that define the company.
Richard Voight - Founder & President
Richard Voight, the Founder & President at Simplicity Group, drives the foundational mission and strategic direction of the organization. By championing the partnership-driven approach, the Founder & President ensures that the firm remains focused on providing essential education and value to financial advisors and institutions. Richard Voight oversees the development of core business initiatives that help clients build, protect, and manage wealth throughout various life stages. This leadership role involves maintaining deep relationships with key industry stakeholders and guiding the long-term evolution of the company's product portfolio. Through the promotion of collaborative business practices, the Founder & President strengthens the firm's reputation as a leader in the financial services sector. By balancing innovation with the core values of the organization, the Founder & President ensures that the firm continues to provide effective solutions for wealth accumulation and income security across the national market.
Chris Wholehan - President, Wholehan Marketing
Chris Wholehan, the President, Wholehan Marketing at Simplicity Group, directs the marketing and brand positioning strategies for the firm's specialized marketing division. By creating targeted campaigns that highlight the benefits of insurance and wealth management products, the President, Wholehan Marketing ensures that financial advisors have the tools necessary to strengthen client relationships. Chris Wholehan oversees the development of educational content and promotional materials that articulate the value of the firm's holistic planning solutions. This role involves coordinating with other business units to ensure that marketing efforts align with the broader strategic goals of the organization. Through the execution of effective outreach programs, the President, Wholehan Marketing drives brand awareness and supports the growth of the firm's advisor network. By focusing on the unique needs of financial professionals, the President, Wholehan Marketing enhances the market impact of the company's diverse product offerings.
Erin McCann - President, Simplicity Wealth
Erin McCann, the President, Simplicity Wealth at Simplicity Group, manages the strategic direction and operational success of the wealth management division. By overseeing the delivery of comprehensive investment and financial planning services, the President, Simplicity Wealth ensures that clients receive tailored solutions for wealth accumulation and protection. Erin McCann directs the team of professionals responsible for supporting advisors in the implementation of complex financial strategies. This role involves monitoring market trends and adjusting service offerings to meet the evolving needs of consumers and financial institutions. Through the optimization of wealth management processes, the President, Simplicity Wealth drives the growth of the division and contributes to the overall success of the firm. By maintaining a focus on client-centric planning and high-quality service, the President, Simplicity Wealth strengthens the firm's position as a trusted partner in the financial services industry.
Bernie Vukelich - President
Bernie Vukelich, the President at Simplicity Group, directs the execution of key business initiatives and oversees the performance of specific operational segments. By focusing on the expansion of insurance and financial planning services, the President ensures that the firm meets its growth targets while maintaining high standards of service. Bernie Vukelich coordinates with other leadership team members to implement strategies that enhance the firm's competitive advantage in the wealth management sector. This role involves managing the day-to-day operations of critical business units and ensuring that all activities align with the company's mission of supporting financial professionals. Through the effective management of resources and personnel, the President drives operational efficiency and supports the long-term success of the organization. By fostering a culture of excellence and collaboration, the President ensures that the firm continues to deliver value to its clients and institutional partners.
Heather Peck - Chief Human Resources Officer
Heather Peck, the Chief Human Resources Officer at Simplicity Group, directs the talent acquisition, organizational development, and employee engagement strategies that sustain the firm's growth. By cultivating a high-performance culture, the Chief Human Resources Officer ensures that the organization attracts and retains the expertise necessary to support complex wealth management and insurance operations. Heather Peck oversees the implementation of training programs that align staff capabilities with the company's mission of providing holistic financial planning. This role involves managing the human capital requirements across all regional operations, ensuring that the workforce remains agile and responsive to the needs of financial professionals. Through the development of robust compensation and benefits structures, the Chief Human Resources Officer supports the overall retention of top-tier talent. By fostering an environment of collaboration and professional growth, the Chief Human Resources Officer directly impacts the firm's ability to deliver superior value to clients and partners.
Explore Leadership Teams in Finance
Societe Generale Corporate and Investment Banking (SGCIB), founded in 1864, is a global financial institution that provides comprehensive banking services to corporate and institutional clients. The company offers specialized solutions in investment banking, financing, and market operations, with particular expertise in equity derivatives and natural resources. SGCIB functions as a key intermediary in the financial ecosystem, providing market access to issuers and investment solutions to investors across Europe, Asia, North America, and the Middle East. As part of the Societe Generale Group's universal banking model, SGCIB delivers tailored financial advisory services focused on risk management and strategic growth opportunities. The bank combines sector-specific knowledge with cross-asset expertise to create customized financial solutions for clients worldwide.
Company Leadership BC
HM
RB
Apex Fintech Solutions LLC, the "fintech for fintechs," is the parent company of Apex Clearing Corporation, a custody and clearing platform that's powering innovation and the future of digital wealth management, and Apex Pro, a trusted clearing partner to broker-dealers, ATS's, routing firms, professional trading firms, hedge funds, institutions and emerging managers. We offer cryptocurrency trading and custody services through Apex Crypto LLC, a wholly owned subsidiary of Apex Fintech Solutions. Collectively, our suite of solutions creates an environment where companies with the biggest ideas in fintech are empowered to change the world. If you've got the guts to dream, we've got the guts to help you realize those dreams. As announced on February 22, 2021, Apex entered into a definitive agreement with Northern Star Investment Corp. II ("Northern Star") (NYSE: NSTB), a publicly traded special purpose acquisition company, which would result in Apex becoming a publicly listed company after the required approval by the stockholders of Northern Star and the fulfillment of certain other conditions set forth in the merger agreement.
Company Leadership
LM
FT
First Trust, a federally registered investment advisor, and its affiliate First Trust Portfolios L.P. (FTP), a FINRA registered broker-dealer, are privately held companies that provide a variety of investment services. The Company, founded in 1991, is headquartered in Wheaton, Illinois.
Company Leadership MB
GH
JD
J.P. Morgan Asset Management is a global financial services firm specializing in investment management and wealth advisory services. With a history spanning more than 150 years, the company provides portfolio management solutions for institutions, financial intermediaries, and individual investors worldwide. The firm offers a comprehensive range of investment products and strategies across various asset classes, helping clients build stronger portfolios to meet their financial objectives. Operating across North America, Europe, Asia Pacific, and South America, J.P. Morgan Asset Management combines extensive market expertise with innovative investment approaches to deliver value to its diverse client base.
Company Leadership HT
WJ
Frequently Asked Questions Regarding Simplicity Group Top Executives and Leadership Team
