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
Randy Jaramillo, Founder and President
Randy has been working in the Financial Services industry since 2002. He holds a Bachelor’s Degree in Business Administration from Arizona University’s Forbes School of Business. Randy is a Registered Investment Advisor and has won several awards, such as Advisor of the Year, Peak Performer, and is a member of the Million Dollar Round Table.
At Reliant Investment Group, Randy and his team take a holistic approach to their clients’ needs and provide them with a strategic vision. Their aim is to offer safe money alternatives, a diversified approach, and strategic planning. Clients appreciate the systematic and methodical approach Randy takes in building a plan to carry them from their working years to their retirement.
Randy’s comprehensive approach to technical portfolio analysis and retirement income planning helps his clients reduce risk and eliminate the fear of outliving their money. With his strong work ethic, honesty, and integrity, Randy strives to take you from your current circumstance to your desired circumstance. Randy is a fiduciary who always puts his clients’ best interests first.
Randy has been married to his wife, Annette, since 2002. They have three college-age sons – Joshua, Justin, and Jordan. Joshua and Jordan are pursuing their degrees in Finance, while Justin is studying Cyber Security. Randy has traveled to over 14 different countries and has developed a liking for East Indian and African cuisine. In his free time, he enjoys reading, playing chess, and watching baseball.
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.