THE TEAM

Simplicity InsurMark is the Advisor Development Organization. We are a servant minded community of professionals committed to excellence who work shoulder-to-shoulder with financial advisors of all shapes and sizes.

THE ADVISOR DEVELOPMENT ORGANIZATION
This is the next step in a 40-year history of aligning the independent financial advisor with best-of-breed resources and services from a dedicated professional team, product partners, technology vendors, practice management leaders and business development systems.

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LEADERSHIP

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Jeff Maxey

President

Jeff Maxey is truly “on a mission” to work with advisors across the country and assist them in taking their businesses to exciting new levels. In 2023, Jeff was named President of Simplicity InsurMark, after serving as the company’s Executive Vice President and General Manager for 6 years.

A native of Texas, Jeff attended Texas A&M. Jeff and his wife Natalie have one daughter, Camden, and a son, Grayson. In his spare time, Jeff enjoys golf, traveling, and spending time with family and friends. Jeff joined InsurMark in 1997, initially working directly with advisor-clients, then ascending into leadership roles in sales, marketing, technology, operations, and finance. Over the years, Jeff has been integrally involved in driving the company’s innovation and success, while helping InsurMark earn recognition as the leading Advisor Development Organization it is known to be today.

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Tony Sifuentes

Senior VP, Advisor Development Consultant

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Randy Yost

Senior VP, Advisor Development Consultant

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Seth Ward

VP, Senior Advisor Development Consultant

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Jeremy Houser

VP, Senior Advisor Development Consultant

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Robert Rickard

VP, Senior Advisor Development Consultant

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Leighann Gee

VP, Office Services

Leighann Gee joined Simplicity InsurMark in 2002, shortly after graduating with her associate degree in business. Leighann was initially hired to enter commission data but was promoted to Executive Assistant.

Shortly afterwards, she was also given the title of Accounting Manager. In 2010, the leadership team recognized Leighann as the Employee of the Year. Leighann continued her professional growth through the years and currently serves as the Vice President of Office Services, where she handles behind the scenes operations including accounting, financials and human resources. Leighann has shared most of her adult life and important milestones with her beloved Simplicity InsurMark family and the people she works with. One month prior to joining Simplicity InsurMark, she married the love of her life, Jeremy. Leighann and Jeremy have two beautiful teenage daughters, Kaitlyn and Makenzie. In her free time, when not attending her daughters’ extracurricular activities, Leighann enjoys being outdoors with her family and camping, better known as glamping.

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Pamela Parks

VP, Advisor Services

Pam has been with Simplicity InsurMark since January 2005 when she began in a joint role of recruiting advisors and new business case management.

During her career at Simplicity InsurMark she has recruited advisors, worked in contracting, and on life new business before settling into a role as an annuity case manager. Pam became the team lead on the annuity side of the business before becoming supervisor to what is now known as the Advisor Services team which encompasses life and annuity case managers as well as advisor contracting.  She was named Vice President of Advisor Services in 2014 and cherishes her years and growth experiences with her Simplicity InsurMark family. Outside of Simplicity InsurMark, Pam and her husband Monte share a large and close knit family of six adult children and fourteen grandchildren. They spend as much time as possible at their many baseball games, cheerleading events, and school programs.

OUR VALUES

IT’S HOW WE LIVE. IT’S HOW WE WORK.

OUR VISION

To be the recognized leader in providing dynamic solutions that will protect and enhance the financial security of every home in America.

OUR MISSION

To provide advisors with a best-in-class experience for themselves and their clients with our:

  • Financial strength
  • Product and industry knowledge
  • Core values

OUR CORE VALUES

HONOR GOD IN ALL WE DO

  • Do the right thing
  • Treat each person with dignity and respect
  • Respect each other’s spirituality

HELP PEOPLE DEVELOP

  • Help people do their best every day
  • Build proud, dynamic teams
  • Help people reach their goals

HELP OUR PARTNERS SUCCEED

  • Serve others as we would be served
  • Stand behind our word
  • Deliver on our promises

GROW PROMISES

  • Act as good stewards
  • Constantly improve and innovate
  • Meet our commitments

YES, I’D LIKE TO LEVEL UP MY BUSINESS IN 2025!