Core Values – We are Committed To:
- Gratitude – Appreciation of our client’s business and referrals
- Integrity – Operate with high moral and ethical standards to maintain the confidence of all we serve
- Loyalty – Faithful to do what is promised and best for our clients every time
- Passion – To genuinely care about each individual and their family’s financial security
- Stewardship – Using the gifts and talents God has given us to serve our clients
- Wisdom – Continue to enhance knowledge, skills, and strategies essential for our client’s financial decisions
Glen Oaks
Financial Security Management Agency, Inc.
glen@fsmagency.com
Professional Biography:
Glen Oaks began his career in the insurance and financial services field in 1981. From the beginning, he sought top quality training in all aspects of life and health insurance and related topics. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC). He is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Today, he continues to attend workshops and educational classes related to his field.
Glen founded Financial Security Management Agency Inc. in 1986 as an independent agency. The goal of the agency is to provide peace of mind through carefully chosen money options and financial security by using customized strategies and products based on your objectives and risk tolerance.
In 2013, Glen co-authored the book titled, The Secret to Lifetime Financial Security, which quickly became an Amazon Best Seller.
In 2015, Glen became certified as a National Social Security Advisor which denotes advanced education, knowledge, and training in the Social Security program. In 2019, he became a Certified Financial Fiduciary, the only designation that focuses solely on training financial professionals to be true fiduciaries.
Glen enjoys teaching people how money works in their lives. He aspires to be known as someone who can help people get from where they are to where they want to be financially.
*While the Amazon Best Sellers list can be an indicator of how well a book is selling overall, it should be noted that an Amazon Best Seller ranking is typically based on Amazon.com sales only in the specific category and/or subcategory selected by the author with rankings being updated hourly. Amazon is not affiliated with and does not endorse Glen Oaks, Financial Security Management Agency Inc., or Simplicity Wealth, LLC.
Personal Biography:
Glen has been married for over 40 years to his wife, Marcia. They have two children and seven grandchildren. When Glen isn’t helping people become more financial secure, he enjoys playing golf, and ice hockey. He is a member of Fowler Community Church, and serves as an elder there.
Matthew Oaks
Financial Security Management Agency, Inc.
matt@fsmagency.com
Professional Biography:
Personal Biography:
Marcia Oaks
Financial Security Management Agency, Inc.
marcia@fsmagency.com
Alexis Rura
Financial Security Management Agency, Inc.
alexis@fsmagency.com
William Bacho
Financial Security Management Agency, Inc.
William@fsmagency.com
Brian Cook
Financial Security Management Agency, Inc.
bcookfsm@gmail.com
Jill Frommelt, LUTCF
Financial Security Management Agency, Inc.
Jillybeans868@zoominternet.net
Bob Jenskovic
Financial Security Management Agency, Inc.
TREBOR8617@aol.com
Mark Klotz
Financial Security Management Agency, Inc.
mark.klotz65@gmail.com
Steve Tharp
Financial Security Management Agency, Inc.
steve@fsmagency.com
Investment Team
Tom Rozman, CFA®, CAIA®
Mr. Rozman, Chief Investment Officer, 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. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “favorable place based on your needs” for your retirement money. This is where we can be of service.
