Our Team

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.

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 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 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).

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 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.

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.