Navigating Your Financial Future Guiding You In The Right Direction
Oglesby Wealth Strategies, LLC
CONTACT Oglesby Wealth Strategies, LLC
About
OGLESBY WEALTH STRATEGIES, LLC
At Oglesby Wealth Strategies, LLC, our mission is to empower individuals, families and businesses to make informed and confident decisions towards their financial goals and needs.
Our clients have ambitious aspirations for themselves, for their families and for their communities. Through strategic wealth management, we help enable our clients to achieve their goals in this lifetime, and leave a legacy for generations to come.

Empowering Your Retirement
Meet The Team

Mindy Oglesby, CFP®
Founder
Mindy Oglesby, Founder and CEO of Oglesby Wealth Strategies LLC, has been working in the financial service industry for over 2 decades. She knows that financial planning plays a crucial role in every individual’s life and she enjoys knowing she has the ability to help her clients achieve financial success.
Mindy is a CFP® (Certified Financial Planner) that specializes in providing professional advice and guidance to individuals, families, and businesses regarding their financial goals and well-being. She understands each client has their own set of unique financial needs, and believes everyone could benefit from one lesson: the importance of long-term planning. Her primary goal with each client is to help them make informed decisions about their finances, develop strategies to reach their financial objectives, and achieve a peace of mind.
Mindy received her Bachelor’s Degree in accounting from the University of Georgia. After graduation, she never left Athens, where she now resides with her three children and Goldendoodle. When not spending time with her close knit family and friends, or helping out in the community, Mindy loves to travel. Her favorite place to travel so far has been to Australia with her children. Although, she would love the opportunity to go just about anywhere.
Senior Wealth Advisors

Erin McCann
President
Mr. McCann manages the Wealth division at Simplicity Group. Prior to Simplicity, Mr. McCann was the Director of Investments for a multi-billion-dollar family office, for which he was responsible for building and managing a diversified investment portfolio. Mr. McCann previously worked at Goldman Sachs and the NFL. Mr. McCann earned an M.B.A. from the University of North Carolina and a B.A. from Hamilton College.

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.

Christina Parker
General Counsel
Ms. Parker serves as Simplicity Wealth‘s General Counsel. Ms. Parker is responsible for managing the organization’s legal matters, including contracting, litigation, compliance, and corporate governance. Prior to Simplicity, Ms. Parker was the general counsel of a U.S. subsidiary of an international reinsurance holding company, for which she was responsible for legal, regulatory, and compliance matters. Previously, Ms. Parker specialized in corporate law as an attorney at an international law firm. Ms. Parker earned a J.D. from The University of Michigan Law School and a B.A. from Duke University.

Scott Raider
Chief Compliance Officer
Mr. Raider serves as Chief Compliance Officer for Simplicity Wealth. Prior to joining Simplicity, Mr. Raider served as Chief Compliance Officer for a rapidly expanding independent financial advisory firm and as a Designated Principal and Compliance Supervision Analyst at the largest independent broker-dealer in the nation. With over a decade of experience in compliance supervision and regional management, Mr. Raider directs the development and optimization of compliance policies, procedures, and systems across the Wealth channel. Mr. Raider earned a B.S. in Political Science from the University of California, Santa Barbara.

Rosie Riley
Head of Onboarding and Operations
Ms. Riley is responsible for leading the Onboarding and 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.

Michael Mortellaro
Head of Planning
Mr. Mortellaro is responsible for leading the Planning team for Simplicity Wealth. Prior to Simplicity, Mr. Mortellaro led the Practice & Planning teams at Global Financial Private Capital. In his 25 years of experience in the financial services industry, he also held executive leadership positions at Charles Schwab, Fidelity Investments, and New York Life. Mr. Mortellaro is Series 7, 9, 10, 63 and 65 securities licensed, and is a Life and Health insurance licensed agent. Mr. Mortellaro earned a B.B.A. from American Intercontinental University.

Jared Hillman
Head of Trading
Mr. Hillman is responsible for leading the Trading team for Simplicity Wealth. Prior to Simplicity, Mr. Hillman was Head of Trading at Sawtooth Solutions where he led the development and build out of the firm’s sleeve-level rebalancing software and helped grow its assets under management from $20 million to over $15 billion. Prior to Sawtooth, Mr. Hillman was an investment analyst, specializing in hedge funds and private equity at Mount Yale Capital Group. Mr. Hillman is Series 65 securities licensed and earned a B.A. from Macalester College.

Paul Tinnirello
Director of Operations
Mr. Tinnirello is responsible for overseeing Operations for Simplicity Wealth. He has more than 25 years of experience in the financial services industry and was most recently Chief Operating Officer at Bleakley Financial Group. He began his career as a Financial Advisor at Merrill Lynch before transitioning into leadership, management, and compliance roles at wirehouses and RIAs. Mr. Tinnirello holds dual Master's degrees from Fordham University, with concentrations in Management and Finance.
Learn More About
Our Financial Solutions
Our three-step planning process works to help identify and implement suitable financial strategies focused on addressing our clients needs and working toward their long-term goals and objectives for retirement. Click on a step below to learn more.
Our Approach
01
Start Smart
02
Apply Discipline
03
Communicate Progress
Retirement Strategy Planning
Retirement savings strategies involve a comprehensive approach that balances consistent saving during your working years with potential tax-advantaged withdrawal strategies in retirement.
Key steps include fully utilizing tax-advantaged accounts, diversifying investments to help manage risk, and strategically evaluating the timing of Social Security benefits.
Tax-Efficient Planning
Benjamin Franklin said, “In this world nothing can be said to be certain, except death and taxes.” We can’t control the first, but we can help you potentially reduce the second.
Our clients enjoy a comprehensive review of their tax return, tax projections combined with proactive planning, tax reduction strategies, etc.
Wealth Management
Our goal is to develop strategies designed to provide income for the long term. We help build tailored, sustainable income plans for our clients that take all factors into account. Retirement is a significant milestone, and our process focuses on helping you manage your assets so you can focus more on your passions and the people you love.
Legacy & Estate Planning
With life expectancy rising, retirees fear outlasting their savings and becoming dependent on their children. With your goals in sight, we’ll review your retirement account statements. It’s straightforward: you tell us your aims and concerns, and we’ll present strategies and choices to help you achieve your goals and conquer your worries.
Risk Management
Every investment carries some level of risk. At Oglesby Wealth Strategies, the risk you should take depends on the investment phase you’re in as well as your overall risk tolerance. Our fundamental belief is that you shouldn’t assume unnecessary risk on your journey to retirement.
Register For
Our Educational Events
At Oglesby Wealth Strategies, LLC we believe in the value of financial education and accessibility. We provide resources through digital education platforms designed to help you make informed decisions. We believe an informed client is better positioned to pursue their financial goals. Click here to subscribe to the Oglesby Wealth Strategies, LLC newsletter.
UPCOMING EVENTS
Events in June 2026
June 18, 2026
June 18, 2026Location:
Piedmont Oconee Health Campus
North Entrance-First Floor, Rooms 1 & 2
1305 Jennings Mill Road
Watkinsville, GA 30677For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.
Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
REGISTER NOW
June 23, 2026
June 23, 2026Location:
Piedmont Oconee Health Campus
North Entrance-First Floor, Rooms 1 & 2
1305 Jennings Mill Road
Watkinsville, GA 30677For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.
Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
REGISTER NOW
To stay up to date with upcoming events, follow our newsletter HERE.
Our Guides and Blog
Financial Educational Literature
Tax Planning Guide
Your Roadmap to Reduce Taxes This Year and in the Future.
After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.
Legacy & Estate Planning
Understanding the Basics
Estate planning is an important part of retirement planning. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires who need to have solid estate plans; it’s anyone who wants their wishes to be honored after their passing.
The Social Security Guide
Optimizing Social Security In Today’s World
Claiming Social Security at the wrong time could cost you tens of thousands over your retirement—and you may not even realize it. This guide shows how the right strategy can unlock more income, more security, and greater confidence in your financial future. Make sure you get what you’ve earned!
START READING TODAY!
START READING TODAY!
START READING TODAY!
Browse Our Blog
How Home Sales Are Taxed: What Every Homeowner Should Know
Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and avoid unexpected liabilities. When you sell your residence, the gain you realize may be subject to capital gains tax, but in many cases, favorable tax rules can help reduce that tax burden. Let’s take a look at how the tax treatment works and highlight some key [...]
Income Tax vs. Capital Gains Tax: What’s the Difference?
Charles Hall Site2026-02-11T21:22:20+00:00February 11th, 2026|
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both [...]
How Do I Know If I Need an Estate Plan?
Becca Mack2025-11-10T14:38:54+00:00November 10th, 2025|
If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in [...]
How Can I Recession-Proof My Retirement?
Becca Mack2025-10-27T14:27:26+00:00October 27th, 2025|
When people think about retirement, they often imagine years of relaxation and freedom. But for many retirees and pre-retirees, that [...]
Our Financial Calculators
- Savings Calculator
- Social Security: Where To Begin
- How Much Will I Need?
- Inflation Calculator
- Taxable VS. Tax-Free
HOW LONG TO REACH MY SAVINGS GOAL?
ESTIMATING SOCIAL SECURITY
CONVERT DISCRETIONARY EXPENSES TO SAVINGS
DOES INFLATION IMPACT MY RETIREMENT INCOME NEEDS?
COMPARE INVESTMENT RETURNS:
TAXABLE VS. TAX-FREE
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
What’s a Risk Score?
Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.
It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.
To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.

Intelligent, Disciplined Investing with AssetLock®
AssetLock® is Simplicity Wealth’s proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.
This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor’s household portfolio VaR Score.
Contact Oglesby Wealth Strategies, LLC
At Oglesby Wealth Strategies, LLC, we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn’t just about numbers, it’s about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.
Office Location:
1024 Twelve Oaks Dr,
Watkinsville, Georgia 30677
Our Email:
mindy@oglesbywealthstrategies.com
Our Phone:














