Simplicity acquires Professional Planning Services

Simplicity Group has acquired Professional Planning Services, adding Chris Lester, Keith Lester, and Katelyn Erchick as new partners. PPS will rebrand under the Simplicity Wealth Advisors platform and operate from Simplicity’s Summit, NJ office, strengthening the firm’s combined wealth advisory and protection offerings.

“We have a long history working with Chris and the PPS team across our core wealth and protection business, and are excited to formally welcome Chris, Keith, and Katelyn to the partnership. Their team’s expertise in wealth and protection products will be a great asset as we continue to provide an unrivaled suite of financial solutions to clients as part of a holistic financial plan.” – Bruce Donaldson, Partner and CEO of Simplicity Group Holdings .

“Our team is thrilled to deepen our relationship with Simplicity. By combining forces with Simplicity, we will be able to further enhance our capabilities, including protection and accumulation products on one platform, and continue to provide exceptional financial services to our clients and support them in pursuit of a holistic financial plan.” – Chris Lester, the leader of Professional Planning Services.