Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Dagean Larsen, NSSA ®

Dagean Larsen is a retirement insurance professional focused on helping each of his clients retire with dignity and live out their dreams in retirement through well thought out strategies for their retirement income.

In 2006 he married his wife, Sharah and they live in Longwood, Florida with their two sons, Elijah and Deagan. Dagean began his career in 2009 after the death of his father, although being the second youngest of seven children he was named trustee of all his father’s account. At the time, his mother was 62 years and had no source of income besides Social Security. She was, however, to receive a life insurance check that needed to be turned into stream of income for the rest of her life. Dagean spent an entire month meeting with many financial advisors and after much planning was able to accomplish his objective and secure a comfortable income for his widowed mother. He has turned his personal experience with his mother into his career and continues to take a personal interest in each individual to give them confidence and pursue their dreams.

Devon Larsen, NSSA®

Devon has lived in the Central Florida area since 1980 and currently lives in the small town of Maitland. He enjoys travel, theater, tennis, and spending time with his large family. But one of his true passions has always been helping people. 

Devon began his career in the pharmacy field working as an IV technician with Osceola Regional Medical Center. He took this desire to help and care for others with him as he later transitioned becoming a retirement insurance professional. Working with Orange County school employees he has held dozens of school-wide seminars, helping hundreds of faculty and staff with their benefits. He is committed to helping others bring their future into focus by making sure their needs will be addressed so they can pursue a comfortable and confident retirement. 

Derrick Johnson

As an Investment Advisor Representative, Derrick Johnson is dedicated to helping clients reach their financial goals through effective asset management and allocation strategies. With a passion for helping others that dates back to his childhood, Derrick has a special place in his heart for those in need. He has leveraged his passion and experience to build multiple successful businesses and has gained valuable insights from some of the best mentors on Wall Street.

With a solid understanding of portfolio construction and management, Derrick has passed his Series 65 Exam and is equipped with the knowledge and skills necessary to provide sound investment advice. He is committed to working closely with clients to understand their financial needs and develop tailored investment strategies that are designed to help them achieve their objectives.

Whether you’re looking to grow your wealth, protect your assets, or plan for retirement, Derrick Johnson is here to help.

Investment advisory and financial planning services offered through Simplicity Wealth, an SECRegistered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser. (If applicable) Insurance, Consulting and Education services offered through The Core Financial Group . The Core Financial Group is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions (if applicable).

Chris Smith

Chris has been a Florida resident for over a decade. He currently lives in Winter Park with his wife Jackie, a lifelong resident of the area. Having owned his own business for over 20 years Chris values the importance of planning for the future and protecting his family’s interests. Born and raised in a small town in Pennsylvania he finds joy in the simple things in life, like spending time with his family and friends and being in nature.

His goal when dealing with clients and their interests is to make sure they mutually find the best solution for themselves and their family’s future.

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 “most favorable place” for your retirement money. This is where we can be of service.