ABOUT US
MEET OUR TEAM
OF PROFESSIONALS
At our firm, we understand that financial planning is not just about the numbers. It's about building a relationship with our clients and helping them achieve their life goals. We take pride in our ability to provide comprehensive guidance that goes beyond simply managing assets.
Our team is passionate about helping individuals and families clarify, simplify, and organize their financial lives. We believe that everyone can benefit from our collective experience and expertise, which includes:
Decades of experience navigating the ups and downs of bull and bear markets. Our team has seen it all and has the skills to guide you through any market condition.
Extensive training in portfolio management, retirement income strategies, and financial planning. We work with you to develop a personalized plan that aligns with your goals and values, ensuring that you have a roadmap to financial success.
But our work goes beyond just financial planning. We understand that our clients' needs extend beyond their financial lives, and we are here to support them in any way we can. Whether it's helping you navigate a major life transition or connecting you with resources in your community, we are here to help.
At our firm, we believe that financial planning is about more than just money – it's about helping you achieve your dreams and live the life you've always wanted. Let us help you get there.
Our full team of professionals consists of people outside of Hux Capital Management but work together to support different types of services.
FOUNDER & PRESIDENT
Randy Hux
Randy Hux, Founder and President, is passionate about providing you with unique solutions and education about your retirement and investments.
DIRECTOR OF OPERATIONS
Mandie Kiddy
Mandie is a highly intelligent individual who is committed to providing top-notch service to our clients at Hux Capital Management.
ADMINISTRATIVE SUPPORT SPECIALIST
Mindy Lavern
Mindy is a native of south Louisiana with a background in real estate and contracting. She comes to our team with a passion for helping people and a servant's heart.
SOCIAL SECURITY EXPERT & RICP
Heather Schreiber
With over 20 years in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank.
SIMPLICITY INDEXED ANNUITY SPECIALIST
Jeremy Houser
With well over a decade in his advisory role, Jeremy is at the forefront of what it takes to make a difference. His knowledge of indexed annuities and how they can work best for our clients is a game changer.
SIMPLICITY LONG TERM CARE EXPERT
Dave Ray
Dave is a leader in the world of Long Term Care and protecting people from outliving their income. His goal is to help design a long-term care plan that will protect your retirement from the increasing and devastating cost of healthcare. 70% of us will need long-term care in our lifetimes, yet most of us are unprotected from this looming financial disaster.
SIMPLICITY MEDICARE TEAM LEADER
Dylan Sunderland
Dylan Sunderland is a 3rd generation insurance and financial services professional. He has worked with Medicare beneficiaries since early 2022, guiding them to find the coverage that is best for their unique needs. In his role with Simplicity Group, he works hands on with other Medicare agents, strategizing ways to bring more value to beneficiaries, and make Medicare education easily accessible. Dylan and his team will analyze your needs and help you find the coverage that will have you feeling secure and confident.
SIMPLICITY WEALTH PRESIDENT
Erin McCann
Mr. McCann manages the Wealth division at Simplicity Group. Prior to Simplicity, Mr. McCann was the Director of Investments for a multi-billion-dollar family office, for which he was responsible for building and managing a diversified investment portfolio. Mr. McCann previously worked at Goldman Sachs and the NFL. Mr. McCann earned an M.B.A. from the University of North Carolina and a B.A. from Hamilton College.
SIMPLICITY CHEIF INVESTMENT OFFICER
Thomas Rozman, CFA®, CAIA®
Mr. Rozman, Chief Investment Officer, 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. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.
SIMPLICITY CHIEF COMPLIANCE OFFICER
Jared Margolies
Mr. Margolies serves as Chief Compliance Officer of Simplicity Wealth. Mr. Margolies is responsible for developing and enhancing the compliance protocol across the organization. Mr. Margolies has over 20 years of compliance and supervisory experience, including leading the compliance team at a global life and annuity wealth management insurance company. Mr. Margolies earned a B.A. in Business from Stockton University.
SIMPLICITY DIRECTOR OF ONBOARDING
Rosie Riley
Ms. Riley is responsible for leading the Onboarding team for Simplicity Wealth. She has spent more than 20 years in the financial services space. Prior to Simplicity, Ms. Riley was the President and CEO of HighImpact Consulting LLC, a consulting firm dedicated to optimizing efficiencies for financial services firms. Ms. Riley earned her B.A. from University of Northwestern, St. Paul, with a degree in Business Administration and Management.
SIMPLICITY HEAD OF PLANNING
Michael Mortellaro
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.
SIMPLICITY HEAD OF TRADING
Jared Hillman
Mr. Hillman is responsible for leading the Trading team for Simplicity Wealth. Prior to Simplicity, Mr. Hillman was Head of Trading at Sawtooth Solutions where he led the development and build out of the firm’s sleeve-level rebalancing software and helped grow its assets under management from $20 million to over $15 billion. Prior to Sawtooth, Mr. Hillman was an investment analyst, specializing in hedge funds and private equity at Mount Yale Capital Group. Mr. Hillman is Series 65 securities licensed and earned a B.A. from Macalester College.
SIMPLICITY DIRECTOR OF OPERATIONS
Paul Tinnirello
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.
HUX CAPITAL MANAGEMENT
Headquarters
Located in Lafayette, Louisiana and primarily serving Acadiana.
337.366.9892 Call or Text
800.988.7855 Call Toll Free
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OUR LOCATION
Where to find us?
4023 Ambassador Caffery Pkwy
Suite 201
Lafayette, LA 70503
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than where legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Hux Capital Management, LLC and Randy Hux are not affiliated with or endorsed by the Social Security Administration or any government agency.
Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs.
Copyright 2023 Hux Capital Management. All Rights Reserved.
Copyright 2023 Hux Capital Management.
All Rights Reserved.