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

Investment Committee

Brett Carson

CFA

Director of Research

Ron Carson

CFP®, ChFC®

Co-Chief Investment Strategist

Rob Furlong

CFA

Portfolio Manager

Scott Kubie

CFA

Chief Investment Officer

Tyler Schlumpf

CFA®

Senior Portfolio Strategist

Research Department

Scott Ford

RFC

Technical Strategist

Scott Kubie

CFA

Chief Investment Officer

Tyler Schlumpf

CFA®

Senior Portfolio Strategist