Our Team
Shannon Carter, MBA, CFP®
Wealth Manager
Jinette Chiappetta, CPA
Wealth Manager & Director of Tax Strategy
Canon Hickman, CFP®
Wealth Manager
Alex Paoletto, CFP®
Wealth Manager
William Saunders, CFP®
Chief Relationship Builder
Alex Thompson
Director of Research & Portfolio Management
Andrew Walker
Chief Investment Officer
Anya Campbell
Relationship Manager
Christine Lu
Director of Communications
Barbara Merritt
Client Services Associate
Rebecca Lombardo
Client Services Associate
Daniel Chase
Financial Planning Associate
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.