Client Solutions Team

Our Client Solutions team is committed to helping advisors with their asset allocation process. Please feel free to connect with us to learn more about Simplify and how we can help you build better portfolios for your clients.
Phil Dugan
Managing Director,
ETF Solutions
T.J. Gardner
Managing Director,
Model Strategist
Bobbi Ivanova, CFA, CAIA
Head of Institutional Sales
Brian Kelleher
Chief Revenue Officer
Ronja Lodmark
Managing Director,
Institutional Sales
Mark Nordman
Managing Director,
ETF Solutions
Kris Patel, CFA
Managing Director,
Investment Strategist
Clint Rogers
Senior Vice President,
ETF Solutions
Jeff Stern
Managing Director,
Investment Strategist
Brent Uhlenhopp, CIMA®
Senior Vice President,
ETF Solutions

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