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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

Scott M. Danek

CFP®, AIF®

Founder and GFN (Genuine Fishing Nut)

Operations
Kate Moss

Kate Moss

Relationship Manager & Registered Representative

Jacob Dungey

Jacob Dungey

Client Service Associate & Registered Representative

Katherine Squires

Katherine Squires

Director of Operations

Investment Committee
Brett Carson

Brett Carson

CFA

Director of Research

Ron Carson

Ron Carson

CFP®, ChFC®

Co-Chief Investment Strategist

Rob Furlong

Rob Furlong

CFA

Portfolio Manager

Scott Kubie

Scott Kubie

CFA

Chief Investment Officer

Tyler Schlumpf

Tyler Schlumpf

CFA®

Senior Portfolio Strategist

Research Department
Scott Ford

Scott Ford

RFC

Technical Strategist

Scott Kubie

Scott Kubie

CFA

Chief Investment Officer

Tyler Schlumpf

Tyler Schlumpf

CFA®

Senior Portfolio Strategist

Equanimity Wealth Management
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Headquarters

1400 Abbot Road Suite 390
East Lansing, MI 48823
(517) 324-1266
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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