Simplicity Group Acquires LeSourd Partners To Expand Brokerage General Agency Capabilities
By Amit Chowdhry ● Feb 16, 2026
Simplicity Group, a holistic financial planning firm that integrates wealth accumulation and financial protection strategies, announced it has acquired LeSourd Partners, a Birmingham, Alabama-based brokerage general agency. The transaction expands Simplicity’s national footprint and adds industry veterans Jake LeSourd, Diane Covin, and Kim Roberts as new Partners within the organization.