Vision

To help underserved communities learn about finances and find solutions, so they can build a secure and confident future.

Mission

Our mission is to provide people with the guidance they need in finances and taxes. We understand that finding someone who truly listens and can relate to your situation isn’t always easy. With the knowledge we’ve gained over the years, we aim to make complex financial topics simple and accessible. We believe that when people know better, they do better, and we’re here to share what we know to help you build a better future.

  1. We’re here to make financial guidance accessible, offering real support and clear advice to help you take control of your future.
  2. Our mission is to empower people with financial knowledge, so they can make informed decisions and achieve lasting security.
  3. We believe everyone deserves understanding and guidance in finances; we’re committed to helping you grow through simple, trustworthy advice.

Values

We are a trusted and knowledgeable team that values family, community, and compassion. We are hardworking, and dedicated to making a positive impact, showing kindness and understanding in all we do. We are here and ready to help.

Fiduciary Responsibility

As a fiduciary we are held to the highest standards of conduct and will always act in our clients’ best interests. Our recommended strategies will take an objective and holistic approach, suitable for each person’s financial situation.

Engaged Partnership

As a financial partner, we will implement agreed-upon financial strategies, perform ongoing reviews, and rebalance investment accounts to help keep our clients’ plans on track. We will meet to evaluate each plan’s progress, discuss each person’s specific needs, and make any strategic adjustments.

Complete Transparency

We provide complete transparency of each client’s investment strategy. We provide regular account updates, and clients may view investment performance, allocations, holdings, trades, dividends, and more through our secured portal.

Professional Execution

Our planning, operations, and investment specialists work in concert with an investment committee and insurance specialists to provide additional professional management resources to our clients.

Team

Helping Create Successful Outcomes Through Market Cycles

Wealth Team

Obi Anyafo, CPA, MBA

Founder, President

“In the final years of my corporate career, I saw firsthand that real success came from serving business owners directly, which inspired me to launch my own accounting firm. As a former professional soccer player for Nigeria, I’ve always thrived on teamwork and helping others win. I started with one small business client, offering tax guidance and financial strategy, and built lasting relationships from there. I risked everything—even tapping into my 401(k)—to pursue this dream. From washing dishes to sitting in boardrooms, my journey has been about resilience, purpose, and a relentless drive to create lasting impact.”

Obi graduated from Alabama A&M where he majored in Accounting and received his Master of Business Administration from Texas Southern. He is an accomplished CPA and has practiced for over three decades.

Andrew Anyafo, MBA

Co-Founder, Managing Partner

“I was fortunate to grow up following in my father’s footsteps, with a life shaped by academics, athletics, and a passion for finance. After discovering investing at 18, I built a significant portfolio during college while playing Division 1 soccer and making it to the MLS draft. I found a knack for options trading and began helping friends navigate their finances, which eventually led me to wealth management. Inspired by my dad’s journey as an immigrant and builder, I joined him to help others create lasting financial stability. Balancing soccer, business, and life wasn’t easy, but my purpose has always been clear: to empower others to leave the next generation better off.”

Andrew studied finance and entrepreneurship before graduating from Mercer University with his Master of Business Administration. He is Series 65 accredited and holds his Life & Health License.

Investment Team

Thomas Rozman, CFA®, CAIA®

Chief Investment Officer

Mr. Rozman is responsible for leading the Investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.

Paul Tinnirello

Director of Operations

Mr. Tinnirello is responsible for overseeing Operations for Simplicity Wealth. He has more than 25 years of experience in the financial services industry, and was most recently Chief Operating Officer at Bleakley Financial Group. He began his career as a Financial Advisor at Merrill Lynch before transitioning into leadership, management, and compliance roles at wirehouses and RIAs. Mr. Tinnirello holds dual Masters degrees from Fordham University, with concentrations in Management and Finance.

Michael Mortellaro

Head of Planning

Mr. Mortellaro is responsible for leading the Planning team for Simplicity Wealth. Prior to Simplicity, Mr. Mortellaro led the Practice & Planning teams at Global Financial Private Capital. In his 25 years of experience in the financial services industry, he also held executive leadership positions at Charles Schwab, Fidelity Investments, and New York Life. Mr. Mortellaro is Series 7, 9, 10, 63 and 65 securities licensed, and is a Life and Health insurance licensed agent. Mr. Mortellaro earned a B.B.A. from American Intercontinental University.

Scott Raider

Chief Compliance Officer

Mr. Raider serves as Chief Compliance Officer for Simplicity Wealth. Prior to joining Simplicity, Mr. Raider served as Chief Compliance Officer for a rapidly expanding independent financial advisory firm and as a Designated Principal and Compliance Supervision Analyst at the largest independent broker-dealer in the nation. With over a decade of experience in compliance supervision and regional management, Mr. Raider directs the development and optimization of compliance policies, procedures, and systems across the Wealth channel. Mr. Raider earned a B.S. in Political Science from the University of California, Santa Barbara.