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.

Team

Helping Create Successful Outcomes Through Market Cycles

Eilon S. Emir

Investment Advisor Representative

Eilon brings more than 25 years of financial investment experience to the company.  He is well-equipped to design and monitor a customized portfolio based on your specific goals, risk tolerances, and time horizons. 
 
Eilon is passionate about helping individuals and families succeed by building a flexible financial plan that provides stress-free day to day living, prepares for the unexpected and supports that retirement “bucket list.” 
 
Eilon holds a BA and an Executive MBA in Finance and is fully licensed in Life and Health insurance in NH and MA. 
 
Eilon welcomes the opportunity to meet with you for a complete analysis and review update to ensure your plan aligns with your needs.

Michael A. Licciardi

Professional Financial Planner

Michael has over 54 years of experience in helping individuals, families and small businesses secure a healthier financial future by planning for life’s expected events – and preparing for the unexpected as well.

 Michael recognizes that the best clients were informed clients. Therefore, he’s spent much of his time educating prospects and clients on the options available to them.

 Michael’s passion to ensure that clients understand their options before making decisions about their financial future is unparalleled.  His clients’ appreciation of and confidence in this approach is evidenced by the lifelong relationships he has formed with them.

 Michael’s commitment to educating Baby Boomers and retirees continues to grow. He is also the Founder and Director of ABC Financial, LLC., headquartered in Londonderry, NH

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.