Our team
Meet the professionals at Simple Financial.
Managing Member, Principal, and Chief Investment Advisor Representative
Justin holds an MS in Personal Financial Planning from the College for Financial Planning in Denver and a BA in Economics from the University of Colorado Boulder.
Chief Compliance Officer and Senior Investment Adviser Representative
Jonathan earned a BA in Accounting from Portland State University.
View professional profile
Investment Advisor Representative
Jerry earned a BA in International Relations from Brigham Young University.
View professional profile
Investment Advisor Representative
Kristopher earned a BA in Business Management from Northwest Nazarene University.
View professional profile
Investment Advisor Representative
Larry earned a BS in Military Art and Science from the United States Military Academy.
View professional profile
Investment Advisor Representative
Nate earned an MBA from Westminster College and a BA in Russian from Brigham Young University.
View professional profile
Investment Advisor Representative
Tom earned a BA in Economics and Music from Bowdoin College, as well as graduate degrees in business and arts administration from Southern Methodist University.
View professional profile