Our 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.
Our Team
Helping Create Successful Outcomes Through Market Cycles

Mindy Oglesby, CFP®, NSSA®, IRMAACP®
Founder
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.

Wyatt Goss
Client Services Specialist
WYATT Goss
Client Services Specialist
Wyatt is a Client Service Specialist with a passion for building strong relationships and delivering exceptional client experiences. Wyatt is currently pursuing a degree in Finance at the University of Georgia with plans to become a Certified Financial Planner (CFP®). Dedicated to professionalism, communication, and helping others achieve confidence in their financial future.
In Wyatt’s free time he enjoys outdoor activities, playing basketball, golfing and adventures with friends and family.

Bethany Keisler
Operations Manager
Bethany
Operations Manager
As the Operations Manager at Oglesby Wealth Strategies, Bethany supports the firm’s daily operations and client experience. With a background in real estate, marketing, and business operations, she brings a thoughtful, organized approach to serving both the team and clients.
Bethany is passionate about helping others and creating a supportive experience for every client interaction. She enjoys building strong relationships and helping people feel informed and cared for throughout every step of the process.
Outside of work, Bethany enjoys reading, taking walks with her dog, knitting, and spending quality time with her family.
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.









