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.
LeSourd Partners is known for its relationship-based support of financial professionals. By joining Simplicity, the firm will gain access to expanded marketing, wealth management, and product platform resources designed to enhance advisor services and client outcomes.
Simplicity said the acquisition strengthens its life insurance expertise and advisor support infrastructure, furthering its strategy of delivering integrated accumulation and protection solutions through a holistic financial planning model. The company positions itself as a partner to advisors, financial institutions, and consumers, offering a broad suite of tools and technologies accessible through affiliation, outsourcing, or partnership.
With the addition of LeSourd Partners, Simplicity continues to build scale in the financial services industry while deepening its brokerage general agency capabilities and advisor support network.
KEY QUOTES
“Jake, Kim, and Diane are exceptional leaders, and we are thrilled to welcome them as Partners. Their expertise, combined with Simplicity’s robust marketing and wealth management tools, will empower LeSourd’s advisors to elevate their service and grow their impact instantly,”
Bruce Donaldson, Partner and CEO of Simplicity
“Our partnership with Simplicity Group opens doors to resources we’ve always wanted for our advisors. Between their institutional scale and the depth of their product platform, we are now better equipped than ever to support our clients. We’re excited to contribute to Simplicity’s collective growth while setting a new benchmark for excellence in our industry.”
Jake LeSourd, Partner at LeSourd Partners
