About
Capital Planning
Work with a partner who will provide an investment experience tailored to you.
Money is personal. We believe investor deserve professional guidance that provides them with a customized financial strategy focused in their individual needs and objectives.
Our approach is built on holistic planning, where investment and insurance strategies are designed to complement one another to help you meet your financial goals.
Our mission is to help investors build confidence through a focused, personalized approach to their financial strategy. We provide strategic guidance designed to assist our clients in making informed decisions for their financial future.
Empowering Your Retirement
Meet The Team

Todd A. Veillon
Founder, Chartered Financial Consultant, Insurance Professional
Todd A. Veillon
Founder, Chartered Financial Consultant, Insurance Professional
Todd founded Capital Planning LLC. in 1992. Todd is currently a ChFC who holds life, accident and health insurance licenses. He is a devout Catholic that has been married to his wife Vicki for 42 years. They reside in Ville Platte, LA. Todd is the father of 4 children, 2 of which are now his partners at Capital Planning LLC. He is an avid sportsman who enjoys the outdoors, hunting, fishing and reading.
Todd truly believes in the retirement strategies, concepts and principles he teaches his clients and follows them in his own life. He has made it his mission with Capital Planning to share these concepts with families and small business in his local community. Over the years Todd has branched out and has clients in several of the surrounding states.

Marcus Veillon
Partner, Investment Advisor Representative, and Insurance Professional
Marcus Veillon
Partner, Investment Advisor Representative, and Insurance Professional
Marcus is a partner at Capital Planning LLC. He currently holds and insurance license and is an Investment Advisor representative. He has been with Capital Planning since 2014. He and his wife Breanne have 3 children and reside in Ville Platte, LA. Marcus is an avid hunter who loves spending time outdoors. He enjoys spending time with his family and friends. Marcus also enjoys coaching all three of his daughter’s softball teams.

Amie Ortego
Partner, Advisory Administrator, Insurance Professional and Office Manager
Amie Ortego
Partner, Advisory Administrator, Insurance Professional and Office Manager
Amie is a partner at Capital Planning, LLC. She currently holds an insurance license. Amie is also the office manager for Capital Planning. She has been with Capital Planning since 2007. She and her husband Joshua L. Ortego CPA have 3 children and reside in Ville Platte, LA. Amie enjoys spending time with family and friends and attending her children’s sporting events.
The INVESTMENT Team

Erin McCann
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®
Chief Investment Officer
Mr. Rozman 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. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.

Christina Parker
General Counsel
Ms. Parker serves as Simplicity Wealth‘s General Counsel. Ms. Parker is responsible for managing the organization’s legal matters, including contracting, litigation, compliance, and corporate governance. Prior to Simplicity, Ms. Parker was the general counsel of a U.S. subsidiary of an international reinsurance holding company, for which she was responsible for legal, regulatory, and compliance matters. Previously, Ms. Parker specialized in corporate law as an attorney at an international law firm. Ms. Parker earned a J.D. from The University of Michigan Law School and a B.A. from Duke University.

Scott Raider
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.

Rosie Riley
Head of Onboarding and Operations
Ms. Riley is responsible for leading the Onboarding and Operations team for Simplicity Wealth. She has spent more than 20 years in the financial services space. Prior to Simplicity, Ms. Riley was the President and CEO of HighImpact Consulting LLC, a consulting firm dedicated to optimizing efficiencies for financial services firms. Ms. Riley earned her B.A. from University of Northwestern, St. Paul, with a degree in Business Administration and Management.

Michael Mortellaro
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.

Jared Hillman
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.

Paul Tinnirello
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 Master's degrees from Fordham University, with concentrations in Management and Finance.
Learn More About
Our Financial Solutions
Our three-step planning process works to help identify and implement suitable financial strategies focused on addressing our clients needs and working toward their long-term goals and objectives for retirement. Click on a step below to learn more.
Our Approach
01
Start Smart
02
Apply Discipline
03
Communicate Progress
Wealth Management
Our goal is to develop strategies designed to provide income for the long term. We help build tailored, sustainable income plans for our clients that take all factors into account. Retirement is a significant milestone, and our process focuses on helping you manage your assets so you can focus more on your passions and the people you love.
Retirement Strategy Planning
Retirement savings strategies involve a comprehensive approach that balances consistent saving during your working years with potential tax-advantaged withdrawal strategies in retirement.
Key steps include fully utilizing tax-advantaged accounts, diversifying investments to help manage risk, and strategically evaluating the timing of Social Security benefits.
Tax-Efficient Planning
Benjamin Franklin said, “In this world nothing can be said to be certain, except death and taxes.” We can’t control the first, but we can help you potentially reduce the second.
Our clients enjoy a comprehensive review of their tax return, tax projections combined with proactive planning, tax reduction strategies, etc.
Social Security Benefit Planning
Social Security timing strategies involve strategically evaluating when to claim benefits and coordinating with other income sources to help increase your potential lifetime payments.
The decision of when to claim Social Security is complex and can significantly impact your retirement income. We provide a comprehensive analysis to help you understand how different timing choices may affect your long-term financial health.
Income Planning
Through our retirement planning process, we will review your current income situation and analyze potential income in retirement. We work with you to develop a strategy designed to provide sustainable income throughout your lifetime. We’ll help you evaluate your Social Security options and seek to increase the benefits for your situation.
If you have a pension, we will guide you through the options available and help you make an informed decision. Our process also addresses other considerations, such as potential impacts from inflation, taxation, or the loss of a spouse.
Register For
Our Educational Events
At Capital Planning we believe in the value of financial education and accessibility. We provide resources through digital education platforms designed to help you make informed decisions. We believe an informed client is better positioned to pursue their financial goals. Click here to subscribe to the Capital Planning newsletter.
UPCOMING EVENTS
Events in July 2026
- To stay up to date with upcoming events, follow our newsletter HERE.
Our Guides and Blog
Financial Educational Literature
Navigating Medicare & Medigap Insurance
Healthcare can be pricey, but did you know it could be one of your largest retirement expenses? An average 65-year-old retiring today will need an estimated $165,000 to cover their healthcare costs, according to one study.1 Unfortunately, the Medicare system can be quite complex. And while you might be tempted to rely on assistance from Medicare, it may not cover everything you need.
START READING TODAY!
Browse Our Blog
Trump Accounts: Building Wealth for the Next Generation
As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & UGMA custodial accounts), but there’s a new option available starting this year: Section 530A accounts, also known as Trump Accounts. Established under the One Big Beautiful Bill Act, these [...]
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Income Tax vs. Capital Gains Tax: What’s the Difference?
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If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in [...]
Our Financial Calculators
- Savings Calculator
- Social Security: Where To Begin
- How Much Will I Need?
- Inflation Calculator
- Taxable VS. Tax-Free
HOW LONG TO REACH MY SAVINGS GOAL?
ESTIMATING SOCIAL SECURITY
CONVERT DISCRETIONARY EXPENSES TO SAVINGS
DOES INFLATION IMPACT MY RETIREMENT INCOME NEEDS?
COMPARE INVESTMENT RETURNS:
TAXABLE VS. TAX-FREE
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. 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, information and programs made available through the use of these calculators.
What’s a Risk Score?
Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.
It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.
To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.

Intelligent, Disciplined Investing with AssetLock®
AssetLock® is Simplicity Wealth’s proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.
This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor’s household portfolio VaR Score.
Contact Capital Planning
At Capital Planning, we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn’t just about numbers, it’s about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.
Office Location:
616 W. Main St.,
Ville Platte, LA 70586
Our Email:
marcus@capitalplanningteam.com
Our Phone:
Schedule Your Complimentary Retirement Review
At Capital Planning our approach goes beyond investment management.
We focus on helping you strengthen your retirement strategy.













