QFS Restructures to Better Serve Advisors

With the recent retirement of Nick Simone from his position as President of QFS, I am announcing, today, a restructuring plan with a focus on specific and separate leadership for sales and administration. The restructuring is taking place to ensure that sales, which is the foundation of our organization, has a separate and accountable leader and team without responsibility for administrative management.

To that end, I am pleased to announce the appointment of Joseph Trozzo to the positon of Executive Vice President, QFS. In his newly expanded role, Joe will be responsible for all aspects of sales, including advisor relationships, advisor training and development, and advisor recruitment. Reporting directly to Joe are, Perry Villanueva, VP Recruiting and Advisor Development, Corey Cott, Manager of Marketing and Corporate Events, Scott Edgington, Director of Wealth, and the entire Business Development Team, nationally. Joe`s extensive background working directly with advisors and later with a management team gives him the knowledge and experience to ensure the needs of advisors are met at every level.

Larry Goldberg, COO, will continue to be responsible for all financial and administrative functions within QFS. Reporting directly to Larry are Diana Di Renzo, Manager HR and Back Office Services, Rodney Leeson, Operations Manager and Jane Fan, Senior Accountant. Through this team, all administrative and financial functions including, contracting, new business processing, broker services, commissions and compensation, and general administration, are managed and supported.

QFS is now 20 years old and is stronger today than ever before. Our 20 years of success is built on proud relationships with advisors, staff, industry partners and others. We are committed to continuously improving what we do and how we do it. We’ll make mistakes along the way, but rest assured that all of what we do is done with you, the advisors and staff of QFS, in mind.

Thank you for your continuing relationship with us. We take nothing for granted and work hard, every day, to make QFS better, and easier to do business with.

Please join me in congratulating Joe on his new role.

If you have any questions about this communication, or anything else about QFS, please do not hesitate to reach out to me directly at 647-776-4011. Thank you,

Kevin Cott CEO, Qualified Financial Services




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