Meet Our Team

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Leadership Team

Logan Garretson

Logan Garretson

Investment Advisor Representative
Dan Beech

Dan Beech

Founder
Angela Gaton

Angela Gaton

Director of Marketing
Lovely Jean Chua

Lovely Jean Chua

Director of Marketing
Lara Cruz

Lara Cruz

Director of Business Innovation

Marketing & Support Team

Joy Embernate

Joy Embernate

Administrative Operations Specialist
Joyce Lomboy

Joyce Lomboy

Client Experience Manager
Ian Legarbes

Ian Legarbes

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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