Our Team
Wealth Managers
Support Team

Carol Bassett, CPA

Carlisa Berkheimer

Anya Campbell

Jason Carter

Iris Cooper

Azie Diffee

Wendy Hicks

Pam Houck

Holly Hues

Noah Hues

Sarah Kyle

Christine Lu

Danielle Marino

Kathy Mintz

Janis Moore

Barbara Romine

Trisha Talerico

Charlon Wade

Hedy Walker

Elliott Williams
You’ll notice the difference with our team approach.
With Equity Concepts, you’ll have a team behind you rather than just one individual advisor. While all our wealth managers are experienced and knowledgeable, there are many aspects to the world of personal finance that require distinct competencies. Our professionals collaborate on your financial plan to make a difference with your wealth.