About US
OUR ORIGINS
Angela Alvig founded Simplify Wealth in 2015 after working in strategic finance, tax and family office leadership roles for over two decades. She experienced her clients’ professional advisors providing exceptional service and advice. What was lacking was a central nervous system, a single point of coordination to manage the many disciplines necessary to properly implement the overall wealth and preservation plan. The detailed tasks required for optimal plan administration and management often became a heavy burden to clients, causing overwhelm.
Angela started Simplify Wealth, a Virtual Family Office firm, with the vision of lifting the wealth administration burden from her clients. She leads a growing team of professionals who provide Personal Wealth CFO, Outsourced Business Support and Wealth Concierge services.
Angela’s integrity, conscious leadership, and authenticity have guided her firm’s rapid growth and high-touch level of service. Her passion for and commitment to helping clients in any way possible ensures that Simplify Wealth provides solutions for security, serenity, and sovereignty for clients.
Meet the Team
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Angela Alvig
Founder and CEO
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Amber Burke
Client Manager
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BRENT SCHEETZ
Director of Wealth Concierge Services
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Carolynn Kiewatt
Client Manager
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Cheryl Hudson
Client Manager
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Claire DeRosier
Client Manager
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Debbie Cooper
Senior Client Manager
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Gretchen Johnston
Client Manager
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Heather Sheehan
Client Manager
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Heidi Schmitz
Director of Outsourced Business Support Services
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Jackie Alexander
Client Manager
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Julicia Robles
Senior Client Manager
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Kathy Hendricks
Client Manager
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Katie Danielson
Senior Client Manager
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Natalie Carlson
Executive Assistant
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Nordica Stocker
Senior Client Manager
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Rose MacLean
Client Manager
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Shelley Nelson
Director of Personal Wealth CFO Services
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Stacey Christenson
Client Manager
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Sue Bostrom
Client Manager
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Tiffany Hanson
Client Manager
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Tonja Sahaydak
Client Manager
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Tricia Keating
Senior Client Manager
Contact us
We welcome requests to learn more about each other to determine fit.