Experience

Simplify Wealth LLC

• Financial Services
• 1 - 100 Employee

• Client Manager

  • Mar 2023 - Present

  As part of a Virtual Family office, I work with business owners to ensure the finance and operations functions of their company are running smoothly and effectively through the design and maintenance of effective processes. This allows the business owner to focus on their priorities as CEO, while I manage the details. Simplify Wealth understands the complexities and responsibilities that come with wealth, and we work to improve our clients’ lives, allowing them to enjoy what they have built. We design customized Virtual Family Office systems with services selected from our three business units: Personal Wealth CFO, Outsourced Business Support, and Wealth Concierge. See our website at www.simplify-wealth.com/services for a complete list of our service offerings. Show less


Sheehan Properties
• United States
• Investment Management
• Owner

  • Sep 2001 - Present