About - Evergreen Retirement Solutions

Values

Helping our clients remain confident knowing they have an investment team behind them that is dedicated to:

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

David Forrest,

Founder and President

David has been in the financial services industry since 2009, specializing in long term planning for physicians, dentists, business owners and executives. After first learning the importance of different wealth protection solutions and winning multiple production awards as an insurance producer, he took a position as the Director of Legacy Solutions for a high-net-worth, boutique wealth management firm. After becoming a Registered Representative with Series 66 and Series 7 licenses, it was there where David learned a great deal about fee-based, risk-focused wealth management. Now, as Investment Advisor and President of Evergreen Retirement Solutions, David takes great pride in playing an essential part in helping his clients understand how they might better impact their outcome via the financial diagnostic his company provides and the financial services it offers.

Having a passion for empowering others, David is also CEO of Doctor Protectors, LLC, and has taught at numerous hospitals and health networks across the country, helping medical & dental residents and practitioners understand creative solutions for debt management, income protection, and insurance planning, while also providing other valuable resources to practitioners. He also hosts seminars for soon-to-retire pharma executives or practice owners, helping them with pension/retirement maximization or practice transitioning solutions, respectively.

In his spare time, David enjoys golfing with friends, cooking, gardening, traveling, and spending time with his wife and two college kids. Having been to 29 countries around the world, he is fascinated by their different cultures. His favorite foreign countries visited so far are Italy, Germany, and having lived there for 4 years and learning their language, Japan tops his list! And while he wasn’t born here, he is Philly proud, and has been an Eagles fan and a multiple season ticket holder for over 25 years. Go Birds!

Investment Team

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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.

Rosie Riley

Head of Operations

Ms. Riley is responsible for leading the Operations 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.