RETIREMENT
Done YOUR Way
National Fiduciary Advisory Firm
800-988-7855 toll free | 337-366-9892 call or text
4023 Ambassador Caffery Parkway, Suite 201
Lafayette, Louisiana 70503
Who We Are
Our headquarters are based with our front office staff in Lafayette, Louisiana
while our supporting team stretches throughout the United States. Meeting with clients virtually has become the way of the future and we provide expedited service no matter where our clients are located.
Randy Hux, IAR
President & Founder
Randy Hux is a licensed fiduciary and former CPA with Ernst & Young, bringing over 20 years of experience helping families across the country plan for retirement and legacy. As founder of Hux Capital Management, Randy is dedicated to providing transparent, individualized financial strategies rooted in integrity and trust.
Based in Lafayette, Louisiana for over 30 years, Randy has deep ties to his community and a strong commitment to service. He is actively involved in several veteran-focused nonprofits, including Warrior Bonfire Program and Helpvet.net, and supports causes like Tunnel to Towers and St. Jude.
A graduate of Texas A&M University with a degree in Finance, Randy blends technical specialization with a coaching mindset — educating clients to understand and take ownership of their financial plans. His approach emphasizes long-term relationships, personalized planning, and always striving to do what is right for the client.
Outside the office, Randy leads an active lifestyle and enjoys golf, pickleball, and coaching college baseball, where he shares life lessons beyond the game. He and his wife Tina have four adult children and value faith, family, and freedom as cornerstones of their lives.
Mandie Josa
Director of Operations
Mandie Josa brings a unique blend of organization, creativity, and client-focused service to her role at Hux Capital Management. As a licensed professional in life, health, annuities, and long-term care, she supports the firm’s planning process with a deep understanding of protection strategies and client needs.
Mandie is known for her attention to detail, personable nature, and unwavering commitment to client satisfaction. Her background in management and marketing — combined with her passion for meaningful client relationships — makes her an integral part of the Hux team.
Mindy Lavern
Client Services & 401(k) Plan Coordinator
Mindy Lavern is often the first point of contact for all new clients—and the steady hand supporting them every step of the way. She oversees the onboarding process with precision, establishes and maintains client accounts, and provides responsive support for everyday service needs.
Her background in real estate and contracting has shaped a detail-oriented mindset and an exceptional grasp of documentation and compliance—an invaluable asset in a fiduciary setting.
Mindy’s work reflects the high standards of integrity, service, and transparency that define our firm.
Jeremy Houser
Simplicity Marketing & Indexed Annuity Specialist
With well over a decade in his advisory role, Jeremy is at the forefront of what it takes to make a difference. His knowledge of indexed annuities and how they can work best for our clients is a game changer.
Heather Schreiber, RICP
Social Security Expert
With over 20 years in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank.
Dylan Sunderland
Simplicity Medicare Team Leader
Dylan Sunderland is a 3rd generation insurance and financial services professional. He has worked with Medicare beneficiaries since early 2022, guiding them to find the coverage that is best for their unique needs. In his role with Simplicity Group, he works hands on with other Medicare agents, strategizing ways to bring more value to beneficiaries, and make Medicare education easily accessible. Dylan and his team will analyze your needs and help you find the coverage that will have you feeling secure and confident.
Dave Ray
Simplicity Life & Long Term Care Specialist
Dave is a leader in the world of Long Term Care and protecting people from outliving their income. His goal is to help design a long-term care plan that will protect your retirement from the increasing and devastating cost of healthcare. 70% of us will need long-term care in our lifetimes, yet most of us are unprotected from this looming financial disaster.
Eric McCann
Simplicity Wealth President
Mr. McCann manages the Wealth division at Simplicity Group. Prior to Simplicity, Mr. McCann was the Director of Investments for a multi-billion-dollar family office, for which he was responsible for building and managing a diversified investment portfolio. Mr. McCann previously worked at Goldman Sachs and the NFL. Mr. McCann earned an M.B.A. from the University of North Carolina and a B.A. from Hamilton College.
Thomas Rozman, CFA®, CAIA®
Simplicity Wealth Chief Investment Officer
Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.
Paul Tinnirello
Simplicity Wealth Director of Operations
Mr. Tinnirello is responsible for overseeing Operations for Simplicity Wealth. He has more than 25 years of experience in the financial services industry, and was most recently Chief Operating Officer at Bleakley Financial Group. He began his career as a Financial Advisor at Merrill Lynch before transitioning into leadership, management, and compliance roles at wirehouses and RIAs. Mr. Tinnirello holds dual Masters degrees from Fordham University, with concentrations in Management and Finance.
Jared Hillman
Simplicity Wealth Head of Trading
Mr. Hillman is responsible for leading the Trading team for Simplicity Wealth. Prior to Simplicity, Mr. Hillman was Head of Trading at Sawtooth Solutions where he led the development and build out of the firm’s sleeve-level rebalancing software and helped grow its assets under management from $20 million to over $15 billion. Prior to Sawtooth, Mr. Hillman was an investment analyst, specializing in hedge funds and private equity at Mount Yale Capital Group. Mr. Hillman is Series 65 securities licensed and earned a B.A. from Macalester College.
Michael Mortellaro
Simplicity Wealth Head of Planning
Mr. Mortellaro is responsible for leading the Planning team for Simplicity Wealth. Prior to Simplicity, Mr. Mortellaro led the Practice & Planning teams at Global Financial Private Capital. In his 25 years of experience in the financial services industry, he also held executive leadership positions at Charles Schwab, Fidelity Investments, and New York Life. Mr. Mortellaro is Series 7, 9, 10, 63 and 65 securities licensed, and is a Life and Health insurance licensed agent. Mr. Mortellaro earned a B.B.A. from American Intercontinental University.
Scott Raiser
Simplicity Wealth Chief Compliance Officer
Mr. Raider serves as Chief Compliance Officer for Simplicity Wealth. Prior to joining Simplicity, Mr. Raider served as Chief Compliance Officer for a rapidly expanding independent financial advisory firm and as a Designated Principal and Compliance Supervision Analyst at the largest independent broker-dealer in the nation. With over a decade of experience in compliance supervision and regional management, Mr. Raider directs the development and optimization of compliance policies, procedures, and systems across the Wealth channel. Mr. Raider earned a B.S. in Political Science from the University of California, Santa Barbara.
What makes us different?
At Hux Capital Management, we believe financial advice should be transparent, personal, and focused on your needs. As fiduciaries, we're legally and ethically committed to always striving to do what's best for you-
not for a product or a commission.
Innovation
Appropriate solutions to help our clients aim for their goals.
Fiduciary First
Honesty, integrity, and transparency.
Excellence
Real access to real people.
We are here for you-ready to help.
Helping You Solve Your Retirement Puzzle
We understand that retirement is not just about investing.
So much goes into creating a full plan so you are prepared for whatever retirement throws your way.
We are here to help you put the pieces together.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than where legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Hux Capital Management, LLC and Randy Hux are not affiliated with or endorsed by the Social Security Administration or any government agency.
Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs.
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