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Kevin’s focus is comprehensive planning, and being able to combine his inner nerd and love of helping people is the reason that he entered the financial industry. He believes that an Advisor's job does not begin and end with investing, but also includes risk management, behavioral counseling, tax strategies and estate planning. His ultimate goal is to be the last Financial Advisor that your family will ever need.
Kevin’s career as a Financial Advisor began in 2008, after failing to learn to putt well enough to be a golf professional. Seeking a platform that enabled him to better serve his clients, he and Andy started Simplified Wealth Management as a comprehensive platform to help address the entirety of their client's financial lives. He was the 2017 winner of Signature Magazine's Best Financial Advisor.
Kevin’s life revolves around his beautiful wife, Lindy, and their three sons, Kane, Halden, and Mack. He is an active member of Crosspoint Community Church and its Men’s Ministry. In his spare time he enjoys playing golf, is an avid sports fan, and enjoys all aspects of being a Dad to three energetic boys.
Andy’s focus is on building wealth for individuals as well as families. He believes building wealth starts with a willingness to save and having a plan for your money. If done right, that effort can reap benefits for generations. Along with building wealth, he strives to help pre-retirees and retirees preserve their dignity with retirement income strategies. Oftentimes retirement can be scary, and Andy hopes to alleviate the stress of retirement by helping clients develop a plan to not run out of money. By keeping things simple and educating his clients along the way, he feels his clients can truly have peace of mind about their investments, freeing them up to do more of what they love.
After graduating from USM, Andy and his wife began a career as business owners in Hattiesburg. Once they closed that chapter of their life, he decided to pursue a career as a Financial Advisor and joined the Wealth Management Division at Raymond James. With his clients in mind, he and Kevin stepped out on their own and began Simplified Wealth Management as a way to serve families the best way possible.
Andy spends his days with his wife, Annie, and their three beautiful kids, Maddie, Abby, and Drew. He is an active Member of St. Fabian Catholic Church and their ministries. When he is not spending his free time with family, you can find him on the golf course.
Jimmy has never met a stranger. His focus begins with discerning each client’s risk tolerance to establish parameters for investments. This cornerstone approach has been his hallmark. Jimmy believes in offering quality investment ideas to achieve each client’s goals. He has extensive experience in giving practical advice to assist clients with every facet of their financial plan. His goal is to gain trust and to help provide an enjoyable atmosphere in an arena that is extremely personal and of utmost importance.
Jimmy spent his first career as a PGA Golf Professional at USM’s Van Hook Golf Course. At age 42 he determined that a change of careers into the financial world was the right path. He started with Edward Jones, then transferred to LPL Financial. After 15 years with LPL, he moved in with Kevin and Andy at Simplified Wealth Management in the fall of 2020.
Jimmy’s personal life begins with his family. Felecia Lott became his bride in 1983 and they have two children together. His son, Jace, died at the age of 23. His daughter, Susannah, is a Chiropractor in Dallas. Jimmy is extremely involved at Oak Grove United Methodist Church. He is actively involved in the community with the Hub City Parrotheads, a local Bourbon Tasting Society, and also gives occasional golf lessons.
Paul earned a B.A. in History and is fluent in French. After college, he graduated from Asbury Theological Seminary with a Masters in Divinity in 2007 and was then ordained, along with his wife Amy, in 2011. As a United Methodist pastor, he spent 12 years working with churches and laypeople in non-profit settings.
Paul comes from a family of public-school teachers which helped him develop a passion for teaching others about investing, planning for Retirement, and funding children’s and grandchildren’s college. It was that passion that led him to the financial industry and eventually to joining Simplified Wealth Management.
Paul is married to Rev. Amy Roller, who currently serves Oak Grove United Methodist Church. They have two daughters, Sophia, and Kara. Paul looks forward to vacationing with family and playing card games. He also enjoys teaching classes in ballroom dance and gun safety.
After receiving her BSBA in Banking and Finance from the University of Southern Mississippi, Ashley worked as the office manager and financial coordinator for a small poultry brokerage firm. During this time, she and her husband moved away from Hatttiesburg and had two children. She became a stay-at-home mom however, as the children grew, she longed to return to the world of finance. This led her to begin working at their church as their Generosity Coordinator.
In 2018, Ashley and her husband moved their family back to Hattiesburg. Her love of the financial industry prompted her to accept a position as Jimmy Carpenter's assistant at LPL Financial. Ashley was excited to follow Jimmy as he moved his business to Simplified Wealth Management and continue working with the new firm.
She loves to spend time outdoors with her husband, Paul, and their two boys. The family loves to camp, kayak, fish, and spend time on the water whenever possible. They are actively involved at Temple Baptist Church and also stay busy homeschooling their boys.
Natasha’s formal education includes a master’s degree in social work, where she served as the President of the Student Association of Social Workers and was inducted into the Omicron Delta Kappa National Leadership and Honor society from the University of Southern Mississippi. She is also an alumnus of Jones College where she earned an Associate Degree.
In her previous career, Natasha served as the Vice President of Quality Manufacturing Group, during which she was recognized as one of Mississippi’s top 50 businesswomen. During her tenure there, her professional development included graduating from the executive development program at Rice University, The Mississippi World Trade Center’s Global Business Leadership program, graduating the Leadership Mississippi program, and the Leadership Marion County program.
Seeking an opportunity to help others, she was drawn to the financial industry after observing how financial advisement positively affects individuals, families, and businesses.
Natasha has served her community through volunteering as an ambassador for the Marion County Development partnership, as well as leading their small business committee. In addition, she has served as the President of the Junior Auxiliary of Columbia and as a board member for the Shafer Center for Crisis Intervention.
In her spare time, Natasha enjoys spending time with her friends and family, participating in cowboy mounted shooting, martial arts, camping, and painting.