Your Retirement Team
Our dedication is rooted in a moral ethic that demands putting your needs first, ensuring that what matters most to you—your peace of mind and the security of your future—is always at the forefront.
Don has dedicated 45 years to helping people protect their savings and navigate retirement's complexities, driven by a lifelong passion to serve.
Don is a seasoned retirement planner specializing in asset protection and income planning.
With over 40 years in the business, he has diligently researched every tool available to help retirees safeguard their nest egg.
As a father of five, Don profoundly understands the need for a safe and sound financial plan, translating his personal commitment to family security into his professional dedication to his clients.
Donald House Jr.
Investment Advisor Representative
Jackson's commitment stems from a powerful moral compass, choosing to focus on client well-being over corporate profit.
He is passionate about creating personalized retirement strategies that align with each client’s goals and values, leading retirement-focused workshops and building lasting relationships.
Jackson believes in providing clear, actionable guidance every step of the way, ensuring even those not yet at retirement age have a confident path forward.
He is a dedicated financial services professional with nearly four years of industry experience.
Jackson Edwards
Retirement Strategist
Lea, a graduate of the International Business College Accounting Program, brings a wealth of experience from her 31 years in the independent insurance agency sector.
She has held various key positions and was a licensed property and casualty insurance agent.
As the first friendly face you'll encounter, Lea is our dedicated bookkeeper and invaluable support, assisting Don and Jackson with "all the things" needed to ensure your time, money, and retirement choices are meticulously managed.
And, most importantly, she ensures the candy basket is always well-filled, because every visit deserves a sweet treat!
Lea Stigleman
Office Manager
With SimpliFINANCIAL, you gain a dedicated team committed to helping you achieve a secure and fulfilling retirement.
Each of our stories converges on a singular purpose: to leverage our knowledge and experience to serve you.