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

We implement agreed financial strategies, perform ongoing reviews, and rebalance accounts to keep plans on track — meeting to evaluate progress and make strategic adjustments.

Complete Transparency

Clients receive regular account updates and access to holdings, trades, and allocations through a secure portal for full visibility into their investments.

Professional Execution

Our planning and investment specialists work with an investment committee and insurance experts to deliver professional management resources to clients.

Team

Helping Create Successful Outcomes Through Market Cycles

Portrait of Avery Stone, a confident mid-40s female financial advisor in a navy blazer, three-quarter pose, neutral gray background, professional and approachable.

Wealth Team

Charles McGlinn

Founder, President

Chuck McGlinn, MBA is President and CEO of McGlinn Financial Services. He has over 25 years’ experience in the financial services industry and works with a team that has over 100 years in the financial services industry. Chuck has been helping individuals, families, and businesses for over 25 years to protect their assets, construct smart investment plans and create lifelong income.

Chuck earned his MBA from Keiser University and his BS from Saint Joseph’s University.

Chuck lives in the Cherry Hill area with his wife, Karen, and their four daughters. He is active in the tri-state area as a volunteer, coach and member of several nonprofit organizations. In his free time Chuck enjoys spending time with family and friends at the Jersey Shore.

Portrait of Jordan Keane, CFA®, CAIA®, Chief Investment Officer, mid-40s male in charcoal suit and light blue shirt, three-quarter pose, neutral backdrop.

Investment Team

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.

Paul Tinnirello

Director of Operations

Marisol oversees client service operations and implements technology-enabled workflows to enhance the client experience and reporting cadence.

1249 Forge Road
Cherry Hill, New Jersey 08034
(856) 555-0126

[email protected]

Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

Investment advisory and financial planning services are offered through Ravencrest Advisory 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. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Alderbridge Advisors. Alderbridge Advisors is a separate and unaffiliated entity from Ravencrest Advisory.