Ryan Swenson

Their interaction/engagement and good communication on explaining the tools of Redtail made it easier for our team to use the CRM. The Simplicity team is professional, friendly, knowledgeable, and very organized – we always knew what to expect and how to prepare for the upcoming meetings/trainings. Simplicity really simplified and optimized our practice by implementing operational systems using Redtail.

Ryan Swenson, RICP
Financial Advisor, Cary Stamp & Co