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
Senior Vice President,
ETF Strategist
T.J. Gardner
Managing Director,
Model Strategist
Bobbi Ivanova, CFA, CAIA
Managing Director, Institutional Sales
Brian Kelleher
Chief Revenue Officer
Ronja Lodmark
Senior Vice President,
Investment Strategist
Eric McArdle
Managing Director,
Advisor Solutions
Mark Nordman
Managing Director,
ETF Solutions
Kris Patel, CFA
Senior Vice President,
Advisor Solutions
Clint Rogers
Senior Vice President,
ETF Solutions
Jeff Stern
Senior Vice President,
Investment Strategist
Brent Uhlenhopp, CIMA®
Senior Vice President,
ETF Solutions

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