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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