Simplicity Group Executive and Leadership Team

David Perry, the Chief Executive Officer at Simplicity Group, directs the overarching corporate strategy and long-term vision for the organization. Overseeing the integration of wealth management and insurance solutions, the Chief Executive Officer ensures alignment across all business units to support financial advisors and institutions. This leadership role involves driving North American market expansion while maintaining a partnership-driven approach to client service. By prioritizing education and value-based collaboration, Perry strengthens the firm's position as a leader in holistic financial planning. The Chief Executive Officer manages high-level relationships with broker-dealers and financial institutions to scale operations effectively. Through rigorous oversight of product development and service delivery, David Perry guarantees that the company remains at the forefront of the financial services industry, consistently delivering innovative tools that help clients build, protect, and manage wealth throughout every stage of life.

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 risk management, the Chief Financial Officer ensures the firm maintains a strong balance sheet to support ongoing growth initiatives. This role involves analyzing market trends to optimize investment in wealth accumulation products and insurance solutions. By collaborating with the executive team, Leidner aligns financial resources with the company's mission of providing comprehensive planning support to advisors. The Chief Financial Officer monitors operational costs and revenue streams to maximize efficiency across all business lines. Mitchell Leidner provides the necessary financial intelligence to guide strategic decision-making, ensuring that the firm remains competitive in the evolving financial services landscape while delivering consistent value to stakeholders and partners through disciplined fiscal management and robust financial planning.

Kenneth McGee, the Chief Operating Officer at Simplicity Group, directs the internal operations and business support infrastructure that enables financial professionals to succeed. Overseeing the delivery of operational services, the Chief Operating Officer streamlines processes for insurance and wealth management product distribution. This role involves coordinating cross-functional teams to ensure that advisors receive the necessary support to manage client relationships effectively. By optimizing internal workflows, McGee enhances the firm's ability to scale its services across diverse financial institutions. The Chief Operating Officer maintains a focus on operational excellence, ensuring that all business support functions align with the company's partnership-driven philosophy. Kenneth McGee drives initiatives that improve service quality and operational agility, allowing the organization to adapt quickly to market demands while providing the essential tools and resources required for advisors to grow their businesses and protect client wealth.

Bernie Vukelich, the President at Simplicity Group, directs the execution of core business strategies and oversees the expansion of the firm's service offerings. Overseeing the implementation of wealth management and insurance solutions, the President ensures that the organization meets the evolving needs of financial advisors and their clients. This role involves driving market penetration and strengthening relationships with key financial institutions. By focusing on the delivery of guaranteed income strategies and long-term care planning, Vukelich supports the company's mission of holistic financial protection. The President collaborates with other C-suite leaders to refine the firm's value proposition and enhance the support provided to broker-dealers. Bernie Vukelich manages the operational scale of the business, ensuring that the firm remains a trusted partner in the financial services industry while consistently delivering high-quality products that help clients manage wealth throughout different stages of life.

Richard Voight, the Founder & President at Simplicity Group, directs the foundational philosophy and strategic direction of the organization. Overseeing the long-term growth trajectory, the Founder & President ensures that the firm remains dedicated to its core mission of supporting financial professionals through education and collaboration. This role involves championing the development of innovative wealth accumulation and insurance products that address the complex needs of modern consumers. By maintaining a focus on the firm's partnership-driven approach, Voight guides the organization in building lasting relationships with advisors and institutions. The Founder & President provides the vision necessary to navigate the competitive financial services landscape, ensuring that the company continues to provide essential tools for wealth management. Richard Voight drives the firm's commitment to excellence, ensuring that the organization remains a cornerstone of support for those helping clients build, protect, and manage their financial futures.

Chris Wholehan, the President, Wholehan Marketing at Simplicity Group, directs the marketing and business development initiatives specifically tailored to the firm's insurance and financial planning divisions. Overseeing the creation of educational content and promotional strategies, the President, Wholehan Marketing ensures that advisors have the resources needed to effectively communicate the value of wealth management solutions to clients. This role involves driving brand awareness and market reach across the financial services sector. By focusing on the unique needs of financial professionals, Wholehan develops targeted campaigns that highlight the benefits of guaranteed income strategies and long-term care planning. The President, Wholehan Marketing collaborates with the broader leadership team to align marketing efforts with the company's overall growth objectives. Chris Wholehan manages the strategic messaging that defines the firm's market presence, ensuring that the organization remains a preferred partner for advisors seeking to strengthen client relationships and expand their businesses.

Erin McCann, the President, Simplicity Wealth at Simplicity Group, directs the specialized wealth management services and investment strategies offered by the firm. Overseeing the development of comprehensive financial planning solutions, the President, Simplicity Wealth ensures that advisors have access to sophisticated tools for wealth accumulation and management. This role involves driving the adoption of investment products that align with the firm's mission of holistic financial planning. By focusing on the needs of consumers and financial institutions, McCann enhances the firm's ability to provide tailored wealth management advice. The President, Simplicity Wealth collaborates with other business units to integrate insurance and investment solutions, creating a seamless experience for clients. Erin McCann manages the strategic growth of the wealth management division, ensuring that the firm remains at the forefront of the industry by providing innovative, value-driven solutions that help clients achieve their long-term financial goals.

Heather Peck, the Chief Human Resources Officer at Simplicity Group, directs the talent acquisition, organizational development, and employee engagement strategies for the firm. Overseeing the cultivation of a high-performance culture, the Chief Human Resources Officer ensures that the company attracts and retains top-tier professionals capable of supporting complex financial planning needs. This role involves designing training programs that emphasize the firm's commitment to education and value-based collaboration. By aligning human capital with corporate objectives, Peck fosters an environment where innovation in wealth management and insurance solutions thrives. The Chief Human Resources Officer manages performance management systems and leadership development initiatives to prepare the organization for future market challenges. Heather Peck drives the internal culture, ensuring that every team member understands the mission of helping clients build and manage wealth, thereby strengthening the overall impact of the firm within the financial services sector.