Our Team

Extending our reach from Virginia to Pennsylvania, and beyond.

Headquartered in Richmond, Virginia, Equity Concepts has more than 40 team members licensed in more than 40 states, including our Pennsylvania office, presently known as Seltzer Financial Strategies.

Michael Thaler

Amy Seltzer

Canon Hickman, CFP®

Jim Ellis

Shannon Carter, MBA, CFP®

Alex Paoletto, CFP®

Kenny Elkins, CPFA®

Alan Dole, MBA

Jinette Chiappetta, CPA

Haider Sharifi, CFP®

Mike Mills, AIF®

David Neumann

Ken Jones

Andrew Walker

Becky Stevens

Alex Thompson

Philip Beethoven-Wilson

David B. Saunders

William Saunders, CFP®

You’ll notice the difference with our team approach.

With Equity Concepts, you’ll have Your Wealth Advisory Board™ 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.

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