About US
OUR ORIGINS
Angela Alvig founded Simplify Wealth in 2015 after working in strategic finance, tax and family office leadership roles for over two decades. She experienced her clients’ professional advisors providing exceptional service and advice. What was lacking was a central nervous system, a single point of coordination to help manage the many disciplines necessary to properly implement the overall wealth and preservation plan. The detailed tasks required for optimal plan administration and management often became a heavy burden to clients, causing overwhelm.
Angela started Simplify Wealth, a Virtual Family Office firm, with the vision of lifting the wealth administration burden from her clients. She now leads a growing team of professionals who provide Personal Wealth CFO, Outsourced Business Support and Wealth Concierge services.
Angela’s integrity, conscious leadership, and authenticity have guided her firm’s rapid growth and high-touch level of service. Her passion for and commitment to helping clients in any way possible ensures that Simplify Wealth provides solutions for security, serenity, and sovereignty for clients.
Meet the Team
Brent Scheetz, Director of Wealth Concierge Services
Brent leads Wealth Concierge Services and works directly with individuals and families to assist them in achieving their personal, financial, lifestyle, and estate planning objectives.
He excels at providing lifespan services to clients that ensure optimal outcomes and peace of mind as they age.
Brent is a CTFA with over 20 years of experience in high net worth wealth management as a fiduciary, a client relationship manager and an estate settlement specialist.
Carolynn Kiewatt, Client Manager
Carolynn excels in listening intently, solving problems with persistence, and providing valuable resources and support through bill pay, tax organization, lifestyle management and home transition management.
With her strong customer service and management experience in the finance industry, Carolynn specializes in building a strong rapport with our aging clients and the rest of their support team.
Cheryl Hudson, Client Manager
Heather’s focus on being detailed and proactive drives all she does from bookkeeping to household property management. As a Client Manager, she keeps her clients organized and focused on doing what is important to them.
Her over two decades of experience in residential property management, event planning and program development has taught her to be analytical, resourceful, and adaptable.
Cheryl operates at the highest level of customer service. As a Client Manager, she builds trusting relationships by being results-driven, resourceful, and persistent.
She draws on her engineering background and experience as a home organizer and community advocate to offer creative solutions to accomplish her clients’ objectives.
Heather Sheehan, Client Manager
Katie is a trusted Enrolled Agent specializing in financial coordination with the energy and professionalism to proactively execute and maintain her clients’ wealth strategies. She supports her clients with accuracy and excellence in everything she does.
Katie’s experience includes over a decade working in public accounting, with a focus on helping high net worth families with their income tax, estate, gift, and charitable trust matters.
Katie Danielson, Senior Client Manager
Sonja is a trusted Client Manager who excels in technical tax expertise and relationship building. Because of her tax background, Sonja is a great intermediary between her clients and their CPA firms.
She is a CPA with over two decades of experience as a tax manager in public accounting focused on corporate and high net worth individuals. Sonja has strong organizational skills and a high level of attention to detail, delivering excellent service to each of her clients.
Sonja Pettit, Senior Client Manager
Gretchen specializes in being very resourceful, organized, and efficient. As a Client Manager, she draws from her experience in the accounting industry and her natural ability to solve problems and build strong and trusting relationships.
Gretchen excels at understanding her clients’ goals and develops effective solutions and plans, resulting in the highest level of client satisfaction.
Gretchen Johnston, Client Manager
Jackie is skilled in all aspects of payroll and human resource administration, office management and accounting. As a Client Manager, she is meticulous with bookkeeping and helping clients with their financial and organizational needs, giving them peace of mind knowing their records are accurate and up to date.
Jackie’s entire career has been focused on supporting family and privately-owned small businesses in achieving their goals.
Jackie Alexander, Director of Outsourced Business Support Services
Rose excels in the development of efficient and sustainable processes, proactive communication, and financial management. As a Client Manager, she consistently exceeds her clients’ expectations and contributes to their success.
Rose has worked over a decade as a bookkeeper for small businesses and maintains a high level of precision and accountability.
Shelley oversees the Personal Wealth CFO Service team ensuring client needs are met with excellence. In serving clients as a Personal Wealth CFO, she takes on the role of quarterback for all accounting, legal entities, trust administration, tax planning, investment reporting, estate planning, and philanthropic services.
Shelley is a CPA and CFP® with 20 plus years of extensive experience serving family office and high net worth individual clients, in both single and multi-family office settings. She provides the highest level of customer service, expertly managing all details and delivering exceptional results for her clients.
Shelley Nelson, Director of Personal Wealth CFO Services
Sue delivers excellent customer service and uses her strong analytical skills and thoughtful consideration to persist through complex situations, providing solutions in her clients’ best interest. She excels in a variety of professional roles and specializes in aging resources.
Sue has extensive career experience in employee benefits & retirement plan administration, sports marketing and events, and corporate sponsorship management.
Claire excels at interpersonal communication and adapts quickly to new situations. As a Client Manager, she uses her experience and abilities to execute her clients’ administrative tasks, maintain organization, and support their main objectives in life.
For over a decade, Claire supported financial and other company executives, keeping them organized and focused on their leadership priorities with efficiency and accuracy.
Claire DeRosier, Client Manager
As the leader of Outsourced Business Support Services, Heidi pairs the right team with each client, ensuring excellent results within the client’s business operations and finance function.
In supporting clients, she integrates strong analytical skills and extensive finance experience to develop sustainable strategies for their businesses.
Heidi is a CPA and CFP® with over 20 years of diverse experience working in public accounting, financial planning and as a CFO in private industry.
Heidi Schmitz, Director of Outsourced Business Support Services
Rose McLean, Client Manager
Tiffany builds a trusting rapport through efficient financial administration, excellent organization, and timely execution of all household management tasks. She combines her administrative skills and passion for caregiving when working with her clients to achieve their goals.
Tiffany has extensive experience working in customer service, office management and special education.
Sue Bostrom, Senior Client Manager
Nordica builds strong client relationships through assessing each client’s unique needs, proactive communication, and accurate and timely delivery of services.
With over a decade of experience in the financial services industry working in public accounting, financial reporting, fund accounting, and relationship management, Nordica has a wide array of expertise to draw upon.
She leverages her organized, resourceful, and detail-oriented skills to deliver exceptional service to her clients.
Nordica Stocker, Senior Client Manager
Tiffany Hanson, Client Manager
Stacey is versatile and analytical, specializing in amplifying what works and filtering out what doesn’t. Whatever the task, from review of real estate documents to file and home organization, she delivers the highest level of customer service.
Stacey has over a decade of experience working in the Real Estate and Mortgage industry, focused mainly on underwriting. She has also worked in home organization and as a personal assistant.
Stacey Christenson, Senior Client Manager
Tonja takes a leadership role in restoring order in the life of her clients through household management, concierge services, and practical solutions to problems. As a Client Manager, she is exceptionally proactive in anticipating client needs and finding solutions.
Tonja is creative, very organized, and highly dedicated to helping others be successful. She draws on over two decades of experience in property management, event planning and program development leadership roles.
Sonja Sahaydak, Client Manager
Tricia is skilled in all aspects of operational finance and keeping business owners and families organized. She has a high degree of accountability and builds strong relationships through professional, timely assistance to her clients.
Tricia has an MBA and has worked in finance for over 20 years in varying capacities – corporate finance, family office, and small business finance, providing analysis and strategic planning to shareholders and business owners.
Tricia Keating, Senior Client Manager
Contact us
We welcome requests to learn more about each other to determine fit.