Our Team
One Team. All For You.
Every client benefits from the collective insight of the entire team. When you work with Equity Concepts you are supported by specialists who are coordinating their expertise on your behalf across all aspects of your financial life.
Our Team
Canon Hickman, CFP®
Wealth Strategist, CEO
Andrew Walker
Chief Investment Officer
Jinette Chiappetta, CPA
Wealth Strategist & Director of Tax Strategy
Shannon Carter, MBA, CFP®
Wealth Strategist
William Saunders, CFP®
Chief Relationship Builder
Angela Pound, CPA
Director of Tax Services
Alex Paoletto, CFP®
Wealth Strategist
Alex Thompson
Director of Research & Portfolio Management
Anya Campbell
Relationship Manager
Sarah Mayfield
Financial Planning Associate
Barbara Merritt
Client Services Associate
Natasha Gamboa
Marketing and Office Manager
Rebecca Lombardo
Client Services Associate
Start the Conversation
If you’re looking for thoughtful coordination across strategic planning, investments, and tax, we’d welcome the opportunity to connect.
