Simplify Wealth LLC Information
Contact top employees from
Simplify Wealth LLC
Summary
Simplify Wealth LLC has been in the industry for 11 years. The company currently specializes in the Financial Services area. The estimated number of employees - 25. To connect with Simplify Wealth LLC employee register on SignalHire.
Organization Website | simplify-wealth.com |
Phone Number | 612-203-2718 |
Industries | Financial Services |
Employees Size | 10-50 employees |
Specialties | Financial Transition Consulting, Personal/Family CFO, Personal Assistant Services, Build/Maintain Accounting Records, Organization of Tax Documents for CPAs, Estate and Trust Settlement, Bookkeeping and Bill Pay, Private Investment Coordination and Tracking, Coordination of Valuable Assets, Risk Management and Insurance Coordination, Fractional CFO and COO, Operational Implementation and Coordination, Business Plan Implementation |
Founded | 2015 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Simplify Wealth LLC shows a diverse range of experience levels:
10% have been with the company for less than 1 year10% for 1–2 years20% for 3–4 years30% for 5–7 years30% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Simplify Wealth LLC
Shelley Nelson
Director of Personal Wealth CFO Services
Angela Alvig
Founder, President & Personal CFO
Heather Sheehan
Client Manager
Lindsay Alvig
Client Manager
Natalie Briggs Carlson
Client Manager
Gretchen Johnston
Client Manager
Nordica Stocker
Senior Client Manager
John Pohlad
Director
Tonja Sahaydak
Project Manager
Brent Scheetz
Director of Wealth Concierge Services
Julia Bockelman
Executive Assistant
Julicia Robles
Senior Client Manager
Isabel Atkins
Client Manager
Cheryl Hudson
Client Manager
Madeline Miller
Property Manager
Stacey Christenson
Client Manager
Tiffany Hanson
Client Mananger
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FAQ
Simplify Wealth LLC operates in the Financial Services industries. More details can be found on the official website: simplify-wealth.com.
The headquarters of Simplify Wealth LLC are located in , .
You can contact Simplify Wealth LLC by phone at 612-203-2718.
Simplify Wealth LLC currently employs 10-50 people.
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