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
Wealth Team
Elizabeth C. Donner, CRPC TM, Founder and President
Beth Donner is President of Diversified Retirement and Wealth, a full- spectrum financial services firm that takes pride in helping investors gain confidence and predictability in their financial goals.
Upon obtaining a Bachelor of Science degree from University of North Carolina at Charlotte, Beth began her career in the healthcare industry, but after several years she felt a calling to help people in a different way because she had witnessed many times over how the lack of monetary, insurance and legacy planning could lead to unpleasant and unwelcomed consequences.
In 1995 Beth made a life-changing decision to enter the financial services industry and she never looked back! After obtaining Securities licenses 6, 63 and 65, Beth proceeded to obtain the designation of Chartered Retirement Planning Counselor/ CRPC TM in 2009. Beginning her professional career in healthcare has also given Beth a unique ability to counsel clients on the two biggest financial risks in retirement – clients outliving their money and knowing how to best prepare for out-of-control healthcare costs.
Beth understands there’s few things in life that has a more personal and emotional attachment to it, than our money. She strives to help clients and their families make wise, calculated decisions taking into consideration the topics of Inflation, Liquidity, Market Cycles, Mortality, Longevity, Taxes, Risk Analysis and Legacy Planning. Such detailed real-life considerations, combined with 30 years of experience, yields personalized financial plans where a client can walk away afterwards; feeling the confidence and security in their future that they have longed for!
Beth has been married to her husband, Patrick for 30+ years, and she has two adult sons, Brandon and PJ. She also has a furry grand-baby, Diggy, a rescued 90 pound, cuddle-bear pit bull, that rarely leaves her side when she’s at home. Faith, family and friends are the most important parts of Beth’s life and she loves devoting time to each of these every day.
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.