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.
Rightway Team
Helping Create Successful Outcomes Through Market Cycles
Wealth Team
Jeff Green
Founder, President
R. Jeff Green became a Regional Manager for a GE Capital Financial Service subsidiary in Minneapolis, Minnesota, in 1985. As a proponent of Six Sigma, he spearheaded initiatives within the region to define, measure, analyze, and improve service standards in the industry, ultimately leading to a new assignment in Houston in 1993.
In 1997, Jeff’s keen insight recognized the pressing need for long-term care financing solutions, a foresight that led him to transition to a sister company, GE Capital Assurance as a Regional Manager. Jeff led his representatives in leveraging insurance to address the LTC challenge while gaining valuable insights into the aging population’s needs.
Jeff established Safe Asset Strategies in 2000 to confront the burden of long-term care costs beyond insurance and private pay. This venture prompted an in-depth exploration of Medicaid and VA options and lower-risk investments. His expertise soon garnered recognition from Estate Planning and Elder Law Attorneys, a testament to his deep understanding of the field and ability to provide valuable insights to resolve complex client issues beyond their purview.
After analyzing many investment portfolios presented by estate planning clients, it became apparent that most experienced lackluster returns regardless of the S&P 500’s promising performance. This realization necessitated the founding of RightWay Investments in 2013, a Registered investment advisory firm that holds fiduciary standards.
Jeff’s 34-year journey, marked by unique and comprehensive expertise within an estate planning law firm, a Fortune 500 Company, and advising families on wealth management and long-term care, is a testament to his experience. His unwavering commitment to helping families navigate the fog of investing not only instills confidence but also reassures his clients of his dedication.
June Green
Administrative Associate
June Keller Green is married to Jeff Green, a partner in RightWay Investment PLLC. June has been assisting Jeff since 2016 in marketing and client support.
June’s experience is in office management and administrative assistance. She has worked with
various businesses and organizations, including community services, residential facilities, the oil and gas industry, human resource outsourcing, student ministry, and as a certified travel agent.
Outside of the workplace, June loves to encourage others. Leading women’s Bible study groups has provided those opportunities for 30 years. With her husband, she plans the travels they always anticipate, many times back to Minnesota, where they met and where their family origins are.
June and Jeff have raised two lovely daughters, which they are so proud of. In addition, they are
blessed with a wonderful son-in-law and two precious grandchildren who fill them with joy. We cherish our time together.
“Seek those things which are above.” Colossians 3:1
Simplicity 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.
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.