Your Financial Planning Team

Equanimity Wealth stakeholders are each committed to delivering trust, transparency and accountability. Get to know the members of your Barron’s Hall of Fame team.

Meet our East Lansing Team Meet our Omaha Team

Executive

Scott M. Danek

CFP®, AIF®

Founder and GFN (Genuine Fishing Nut)

Operations

Kate Moss

Relationship Manager & Registered Representative

Jacob Dungey

Client Service Associate & Registered Representative

Katherine Squires

Director of Operations

Investments

Scott Kubie

CFA

Chief Investment Officer

Tyler Schlumpf

CFA

Director of Investment Platform

Ron Carson

CFP®, ChFC®

Co-Chief Investment Strategist

Brett Carson

CFA

Director of Research

Jessica Golson

CIPM

Portfolio Analyst

Nick Guarino

Investment Strategist

Rick Jaster

Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Research Department

Scott Kubie

CFA

Chief Investment Officer

Tyler Schlumpf

CFA

Director of Investment Platform

Brett Carson

CFA

Director of Research

Scott Ford

RFC

Technical Strategist

Jeff Harris

Trading Specialist

Todd Knott

Director of Trading

Alyssa Zuck

Trading Specialist