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
Jason Purvis
Founder, Certified Financial Planner
I help successful families turn career success into a clear, confident next chapter beyond the ladder—without sacrificing the life, family, lifestyle, or legacy they worked so hard to build. Typically, I work with executives in their 50s and 60s who have spent decades performing at a high level, leading teams, raising families, and building a life that looks successful from the outside. But behind the accomplishments, there is often a quieter question:
“Did all this work actually create the life I want next?”
Most of the leaders I work with know how to earn well. They know how to lead. They know how to perform in rooms where the rules were not always obvious, welcoming, or designed with them in mind. But when it comes to turning that success into lasting freedom, flexibility, and confidence, it can feel different. They may be wondering:
Can I step away from corporate when I am ready—not just when I am exhausted?
Can we keep enjoying the lifestyle we built without depending on me to keep giving more of myself to the company?
Are we truly prepared for the next chapter, or does everything just look good on paper?
That is why I do this work.
I am an Author, Certified Estate Planner, Investment Advisor Representative, and CERTIFIED FINANCIAL PLANNER™ professional with 14years of experience in financial services. As the Founder of Next Phase Money Management, I help high-achieving families and corporate leaders organize their financial life around what matters most: time, family, health, lifestyle, contribution, and legacy. My work is not just about investments, retirement accounts, or spreadsheets. It is about helping people who have already achieved a lot make sure everything they built actually supports the life they want next. I help clients create a clear strategy for leaving corporate life intentionally, protecting their lifestyle, reducing the mental weight of financial decisions, and making their money work in alignment with their values—not just their obligations.
Because the goal is not simply to retire. The goal is to have options. To travel without the office following you. To spend more time with your spouse, your children, your community, and yourself. To use your gifts in ways that feel meaningful—not mandatory. To know that your next chapter is not smaller. It is freer, calmer, more intentional, and fully yours.
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.
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 Masters degrees from Fordham University, with concentrations in Management and Finance.
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.
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.
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.
