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.

Wealth Managers

Philip Beethoven-Wilson

Shannon Carter, MBA, CFP®

Jinette Chiappetta, CPA

Alan Dole, MBA

Kenny Elkins, CPFA®

Jim Ellis

Canon Hickman, CFP®

Ken Jones

Mike Mills, AIF®

David Neumann

Alex Paoletto, CFP®

William Saunders, CFP®

David B. Saunders

Amy Seltzer

Haider Sharifi, CFP®

Becky Stevens

Michael Thaler

Alex Thompson

Andrew Walker

Support Team

Carol Bassett, CPA

Carlisa Berkheimer

Anya Campbell

Jason Carter

Iris Cooper

Azie Diffee

Mary Lou Douglas

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.

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