The Simplicity Group (“Simplicity”), one of the nation’s leading financial products distribution businesses, announced the acquisition of the combined businesses of Erin Sinclair and Donald Schneider (“S&S”). The St Louis-based company, a financial services firm with a focus on holistic financial planning, is the 32nd company to join the Simplicity group of companies. With the successful closing of this transaction, Simplicity welcomes Erin Sinclair and Donald Schneider as partners. Ms. Sinclair and Mr. Schneider will continue to serve their clients while transitioning to the Simplicity brand.
“Erin and Don’s model of partnership – based on shared goals for their clients’ success – is directly aligned with Simplicity’s approach,” said Bruce Donaldson, President and CEO of Simplicity. “We are excited to add them to our deep roster of talented partners and look forward to working together to expand their business.”
Erin Sinclair, Owner, S&S commented, “Our partnership with Simplicity signifies a key milestone in the evolution of our business. Simplicity’s strength across four key pillars of holistic financial planning — Annuity, ABLTC, Wealth, and Life — gives us access to educational tools and valuable resources to help our clients prepare for and enjoy a successful retirement.”
Read More: Flutterwave Enables New Europe-Africa Payment Corridors via Stellar
“Throughout my 50+ years in this industry, my focus has always been to help my clients in any way that I can,” said Don Schneider, Owner, S&S. “Erin is a terrific partner and joining forces with Simplicity is the next step to ensure that our clients have access to best-in-class products and resources.”
[To share your insights with us, please write to sghosh@martechseries.com]
