Our Team
Wealth Managers
Shannon Carter, MBA, CFP®
Jinette Chiappetta, CPA
Canon Hickman, CFP®
Alex Paoletto, CFP®
William Saunders, CFP®
Alex Thompson
Andrew Walker
Support Team
Anya Campbell
Christine Lu
Barbara Romine
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.