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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 (including the next generation) 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. He has been Dave Ramsey's ELP for investing since 2012 (now the Smartvestor Pro Program), and was the 2017 winner of Signature Magazine's Best Financial Advisor. 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 clients financial lives.
Kevin’s life revolves around his beautiful wife, Lindy, and their two sons, Kane and Halden. 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 two energetic boys.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management or TD Ameritrade Institutional.
Andy’s focus is helping business owners balance their financial lives while still growing a thriving business. As a former business owner, he knows the challenges of being able to prepare for the future while being bogged down in the decisions that hold your attention day-to-day.
After graduation from USM, Andy began a career as a business owner in Hattiesburg. After finishing that chapter of his life, he decided to pursue a career as a Financial Advisor and joined the Wealth Management Division at Raymond James. In 2018, he and Kevin began Simplified Wealth Management as a comprehensive financial planning firm seeking to address the entirety of their client's financial lives.
Andy spends his days with his wife, Annie, and their 3 beautiful kids, Maddie, Abby, and Drew. Having three kids utilizes much of his time, but he is also an active Member of St. Fabian Catholic Church and dedicates much of his time to the Youth Ministry.
To know Jimmy is to trust Jimmy. 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 estate plans. His goal is to gain 100% 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 Independent 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.
As director of first impressions, Jenna enjoys working closely with clients to help them have the best possible experience at Simplified Wealth Management. When you have a question or need assistance, Jenna is attentive in catering to your needs and addressing your concerns.
Jenna is a central part of the team, assisting with account details and supporting the advisors directly to serve their clients. Throughout her work both with clients and her team, Jenna takes great care to keep all processes pleasant and comfortable.
For the past 10 years, Jenna has served in various customer service and customer experience roles. Her dynamic experiences contribute to her ability to connect with clients and wear multiple hats whenever necessary. Though she studied dental hygiene in school, she ended up working in the wine industry and later transitioned into the financial services industry. She sees the multiple turns her career has taken as a great blessing.
Having grown up and lived in California all of her life until moving to Mississippi in 2017, she especially enjoys the outdoors. She knows the summer heat can be tricky, but her and her husband make the most of it, partly through riding his motorcycle all over the south. They’ve always loved exploring, and they also enjoy traveling, camping, hiking, swimming and volunteering at their local animal shelters.
As the firm’s business consultant, Joseph enjoys helping people prepare for the unexpected. A natural collaborator, Joseph regularly partners with clients to answer their questions and assist them with claims. Joseph also works closely with new team members to help train them.
Joseph brings over two decades of experience in the insurance industry and holds his Life, Health and Accident license. He also has a BS degree from the University of Southern Mississippi and is a member of the ADP.
Learn more about Joseph Parker.