About Us

We have more than 20 years of practical experience

At Simplified Financial Partners, we recognize that every individual's financial journey is unique. That's why we take a personalized approach to wealth management. Our extensive experience in the field, combined with our passion for helping clients understand and clarify their financial goals, drives us to assist you in planning for retirement, growing your investments, or strategizing for your business and future success.

Greg Seppanen, CFP®

Greg Seppanen is an accomplished CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary, and Enrolled Agent with over two decades of expertise in the financial services industry. Throughout his career, Greg has cultivated a rich understanding of various financial domains, having held pivotal roles in insurance, banking, trust, and wealth management.

His extensive background in the industry lends him a comprehensive perspective that he offers to his clients, crafting tailored strategies to help navigate the complexities of their financial landscapes. His areas of specialization include financial planning, investment management, estate planning techniques, and tax planning.

Driven by a passion for empowering individuals to achieve their financial goals, Greg's mission is to simplify the world of finance for his clients. He approaches each client relationship as a partnership, aiming to educate and serve as a valuable resource. Through collaboration and personalized guidance, Greg equips his clients with the knowledge and tools necessary to make informed decisions that align with their unique financial objectives.

Throughout his career, Greg has demonstrated an unwavering commitment to excellence and integrity in his practice. His dedication to client success, coupled with his wealth of experience and expertise, has solidified his reputation as a trusted advisor in the financial services industry.

Managing partner

Nathan Sturos, CPA

Partner

Nathan Sturos, CPA, is a strategic advisor specializing in financial management for businesses he works with on a one-to-one basis. Nathan excels in guiding business owners through complex financial and operational challenges and providing expertise that enhances decision-making and drives business growth. He also supports a diverse range of entities—including businesses, governmental entities, non-profits, and individuals—with comprehensive audit and tax services.

Nathan joined Sturos CPA in 2016, bringing with him extensive experience in both accounting and finance. His background includes working for an international accounting firm in Minneapolis, where he honed his skills in creating detailed financial models, including pro forma financial statements. Nathan’s expertise encompasses key financial management areas such as accounting, costing, budgeting, valuation, financing/capitalization, mergers and acquisitions (M&A), and tax planning. His financial acumen and strategic insights led to his promotion to principal of the firm in 2019.

Experience the peace of mind that comes from partnering with a team dedicated to your financial well-being.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

WARRANTIES & DISCLAIMERS
There are no warranties implied.
Simplified Financial Partners, LLC is a registered investment adviser located in Calumet, Michigan. Simplified Financial Partners, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Simplified Financial Partners, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Simplified Financial Partners, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Simplified Financial Partners, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Simplified Financial Partners, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Simplified Financial Partners, LLC, please contact the state securities regulators for those states in which Simplified Financial Partners, LLC maintains a registration filing. A copy of Simplified Financial Partners, LLC’s current written disclosure statement discussing Simplified Financial Partners, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Simplified Financial Partners, LLC upon written request. Simplified Financial Partners, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Simplified Financial Partners, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.