Team
Helping Create Successful Outcomes Through Market Cycles
Wealth Team
Paula Reynolds, Founder and CEO
Investment Advisor Representative
Paula founded BrightPath Financial with a discipline built on the foundation of holistic planning and how investment and insurance solutions can work in concert to help mitigate fundamental financial planning considerations to help clients work to achieve their financial goals.
She is a fiduciary, and an independent Life & Health and Long-Term Care Certified Insurance Agent, holds a FINRA Series 65; and, has previously held Series 6 and Series 63 Registrations. She is a member of the National Association of Independent Financial Advisors (NAIFA) and Founder of the BrightPath Foundation. She has successfully worked in the corporate and financial services industries for over 30 years. Paula has served clients with proven strategies to keep them going during their working years and thriving during retirement years using sound financial principles. In addition to helping her clients, she enjoys mentoring other financial professionals. The heart of Paula is her family, friends, and community. She enjoys nature, health and wellness, thoroughbred racing, sailing, golf, and, most of all, dogs.
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.
Rosie Riley
Head of Operations
Ms. Riley is responsible for leading the Operations team for Simplicity Wealth. She has spent more than 20 years in the financial services space. Prior to Simplicity, Ms. Riley was the President and CEO of HighImpact Consulting LLC, a consulting firm dedicated to optimizing efficiencies for financial services firms. Ms. Riley earned her B.A. from University of Northwestern, St. Paul, with a degree in Business Administration and Management.
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.