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
Gordon Baker, Co-Founder
Gordon R. Baker is a Financial Advisor based in Denver, Colorado. Mr. Baker has over 15 years of experience in the financial services industry. He holds six licenses with clients in 13 states. He provides a wide variety of services, including financial planning, investment management, and retirement planning for individuals, families, and businesses. Mr. Baker is known for working closely with his clients to develop personalized strategies that align with their family and business goals, financial risk tolerance, and expected and unexpected life situations. He is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
He is an active member of the Castle Rock Rotary club, is an Eagle Scout, an active car aficionado, a foodie, and a collector of fun and crazy socks. He has been married to his sweetheart for over 34 years, is the father of two grown sons and a proud grandfather.
Mr. Baker’s FINRA report card can be found at:
Hilton Jones, Co-Founder
Hilton Jones, is married to Krista Jones and they have a 11yr old daughter in Orange Beach/Gulf Shores Alabama area.
Hilton grew up in the Midwest and attended University of Wisconsin Madison where he ran track and cross country. While studying finance, it was then, that Hilton realized there was a gap in our education system, and no one was being taught “How Money Works!”
Soon after college Hilton jumped into retirement solutions, specializing in actively managed, tax efficient, safe money investments.
Hilton believes and the market has demonstrated time and time again; the best offense is a strong defense!
Are you prepared for the next market drop? There are better ways to do it than, “ride it out”.
Today, with over 25 years of experience, Hilton has cofounded his own financial brokerage, Moneta Wealth Management to deliver some of the best safe money investments available today.
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.