Aptus Wealth Management, LLC

Chad Budy is a financial advisor at Simplicity Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aptus Wealth Management, Ameriprise Financial Services, PNC Investments, Merrill, Bank of America, J.P. Morgan Securities, and The Huntington Investment Company. Outside of his advisory role, Budy is involved in insurance sales and is the owner of Aptus Wealth Insurance Services LLC. Simplicity Wealth serves a broad mix of individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operations services including a Managed Account Program and asset management software platforms.

Joshua Pick is a financial advisor at Simplicity Wealth with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including Aptus Wealth Insurance Services, Aptus Wealth Management, and Doublet Capital Management. Outside of his advisory role, he serves on the advisory board of AthleteAgent. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational services such as a Managed Account Program and asset management software platforms.