Who We Are & What We Do

Background

In 1991 Equity Concepts was founded by Michael Thaler. John Robinson joined the firm shortly thereafter and together they set out to build a wealth management firm focused on exceptional service and institutional investment access. These ideals are reflected in their mission statement: "To enable our clients to become the best possible stewards of what God has entrusted to them." This vision has led Equity Concepts to both substantial growth and success.

This strategic focus allows Equity Concepts' clients to gain the most from a relationship with the firm. Equity Concepts provides comprehensive investment and financial services to individuals, families, businesses and institutions.

Background

David Halpern founded Equity Concepts North LLC in 2001, and associated with Equity Concepts in the same year based upon the belief that there is power in bringing many minds and varied expertise together to foster our clients’ economic plans and goals. Mr. Halpern’s legal background, having represented many business entities, developing business succession plans, and creating estate plans, provides a strong foundation for the process we utilize to today. Shortly thereafter he was joined by James E. Ellis, who brings extensive experience in the investment world and the knowledge base that comes with a BS degree in economics.

At Equity Concepts North, wealth management is more than just picking investments and retirement planning. Our family office services help clients strategically integrate and coordinate all parts of their financial lives from risk management and financial planning, to asset management, tax planning and estate planning. This comprehensive approach is designed to ensure that each of these distinct and important areas of the financial spectrum has been evaluated and managed together to give the client a greater sense of control. It is the active and ongoing supervision of this process that will ultimately define our client’s true financial success.

Michael Thaler

Managing Partner
and Co-Founder

John Robinson

Managing Partner
and Co-Founder

David Halpern, JD, AIF®

Managing Partner

Amy Seltzer

Managing Partner

Alex Paoletto, CFP®

Managing Partner

Canon Hickman

Managing Director

Dale Wright

Wealth Manager

Shannon Carter, MBA, CFP®

Wealth Manager

Bill Medlin

Wealth Manager

Kenny Elkins

Wealth Manager

Jinette Chiappetta, CPA

Wealth Manager

Alan Dole, MBA

Wealth Manager

Mike Mills

Wealth Manager

Penn Pendleton

Wealth Manager

James E. Ellis

Wealth Manager

David Neumann

Wealth Manager

Brian O'Neill

Wealth Manager

Andrew Walker

Managing Director & Chief Investment Officer

William Saunders, CFP®

Director of Wealth
Management Services

David Saunders

Senior Relationship
Manager

Ken Jones

Director of Client Services & Technology

Haider Sharifi, CFP®

Director of Advanced Planning

John Hopper

Director of Strategic Growth

Chase Peak

Relationship Manager

Anita Ickes

Relationship Manager

Susan Robinson

Chief Financial Officer

Simone Bullock

Director of Office Administration

Lawrence Mitchell

Director of Business Development

Rhonda Dole

Strategic Associate

Terry Shifflett

Relationship Associate

Charlon Wade

Relationship Associate

Shatae Nelson

Relationship Associate

Holly Hues

Strategic Assistant

Iris Cooper

Strategic Assistant

Hedy Walker

Strategic Associate

Azie Diffee

Operations Manager

Carlisa Berkheimer

Director of Client Services & Administration

Trisha Talerico

Strategic Associate

Betsy Kelly

Relationship Manager

Shannon Barker

Relationship Associate

Danielle Barber

Strategic Associate