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Leadership Team

Logan Garretson

Investment Advisor Representative

Dan Beech

Founder

Emiliah Morrison

Investment Advisor Representative

Angela Gaton

Director of Marketing

Lovely Jean Chua

Director of Marketing

Lara Cruz

Director of Business Innovation

Marketing & Support Team

Andrew Suggs

MBA

Nicolas Krueger

MBA Finance

Nieman Gourgerchian

MBA Finance

Adi Ravikumar

MBA Finance

Pranav Lodha

MBA Venture Capital

Won KIm

MBA Venture Capital

Joy Embernate

Administrative Operations Specialist

Joyce Lomboy

Client Experience Manager

Dorothy Billona

Client Specialist

Ian Legarbes

Social Media Manager

Kenneth Veloso

Social Media Manager

It's Your Future. We help families manage their wealth with simplicity, freedom and custom solutions.
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Securities are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. Investment Advisory services offered through IP Financial Advisory Services LLC, an SEC-registered Investment Advisory Firm. Simple Wealth is not affiliated with Innovation Partners LLC/ IP Financial Advisory Services LLC

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