About

Scott is an award-winning Founder, CERTIFIED FINANCIAL PLANNER^® practitioner, and GFN (Genuine Fishing Nut) based on Okemos, Michigan with 33 years of experience serving clients.

For Scott, it is incredibly rewarding to work alongside a talented, dedicated team in serving clients. People’s own personal equanimity is incredibly important, which is signified by the firm’s name.

He began his career in the early 90’s assisting individual clients and began retirement plan consulting in 1995. In 1996 he earned the CFP^® certification to signify his commitment to holistic financial planning. He then earned the AIF, Accredited Investment Fiduciary designation. Both are consistent with the firm’s approach in providing fiduciary advice to both individuals and plan sponsors.

Community is also very important to Scott and his wife Jill. He served for 12+ years on his hometown’s school board, as treasurer, and was first President and then race director for the Laingsburg Educational Advancement Foundation. Equanimity was awarded one of three inaugural Impact awards for its support of its community, including organizations such as Ele’s Place, the Boys and Girls Club, and multiple area food banks. The past few years they have expanded the ‘reach’ of their support to include mangrove restoration in the Bahamas as well as becoming Patrons of The Studios of Key West.

Scott is an avid fisherman, especially saltwater flats fishing, and fly tier, Jill is an accomplished potter, and they enjoy travel and especially spending time with their three adult children and two grandsons.

Click here to see more about Scott’s equanimity.

Experience

• 33 years financial industry experience

Education

• BA Marketing from Michigan State University

Certifications

• CFP^®, CERTIFIED FINANCIAL PLANNER^®
• AIF^®, Accredited Investment Fiduciary

Awards

• Carson Impact Award
• Financial Times Top Financial Advisers – FT401
• NAPA Top DC Advisor Team

Kate Moss is a Wealth Advisor, CERTIFIED FINANCIAL PLANNER™, and Shareholder. She started her career in financial services at Equanimity Wealth Management (EWM) in 2002, doing all things in the office but being an advisor. Over time, as she learned and grew, it became increasingly difficult for her to not advise clients. With encouragement from Scott and many clients, in 2015, she made the decision to become an advisor.

For Kate, encouraging and caring for clients is the best part of her job. It’s a complicated world and if Kate can make it less complicated, by using easier language, giving relatable examples, or putting concepts into context, she counts that as a successful day. Kate also loves having clients as a part of her daily life, they are her family.

Kate has a BA in Sociology from Michigan State University. GO GREEN! It was supposed to be an Accounting degree, but it wasn’t an appropriate financial plan for her to go to school for an extra 2 years after MSU made quite a few changes in the middle of her collegiate journey. Her mind still thinks accounting and balance, degree or not.

Post college Kate worked for a couple small businesses and learned a lot of valuable skills, though she really wanted to wear her accounting/financial hat as a career. It was a huge blessing when a friend referred her to Scott. Kate has never looked back and continues to only look forward. Always striving to improve, develop, and change to be the best version of herself.

Kate is passionate about serving people: family, friends, her church, her neighbors, and her clients. Others come first. Thanks to Kate’s parents for instilling that value deep in her heart, soul, and thoughts. She volunteers by playing tenor sax in the Meridian Community Band, serves as a Decon and Team Lead at Riverview Church, and is the president of the board for Hospice of Lansing/Stoneleigh Residence. And when she has spare time, she and her husband Brent love to travel, eat good food, garden, and explore and experience this amazing world.

Adam Baczkiewicz is a Wealth Advisor based in Okemos, Michigan. As our Wealth Advisor, Adam is deeply committed to providing exceptional service to clients as they pursue their goals. He approaches each project with the same level of care and dedication he would apply to his own family’s objectives. Known for his thoughtful approach and attention to detail, Adam strives to make every client interaction a positive experience.

Adam is a seasoned professional with over 10 years of experience in financial analysis. He holds a bachelor’s degree in business administration and an MBA in Finance from Western Michigan University, where he built a strong foundation in business strategy and financial management.

Outside of his professional life, Adam is a proud husband and father to four children. His family is at the heart of everything he does, and he enjoys spending quality time with them. An avid outdoorsman, he also enjoys hunting and exploring nature in his spare time.

Claire Boucher is a Qualified Plan Client Service Associate, Marketing Coordinator based in Okemos, Michigan. Claire comes to us from the Hospitality Industry. She has spent 30+ years managing restaurants and supervising at the Multi-Unit level. She is really enjoying the change that a “9 to 5” brings to her life.

Claire’s father spent 24 years in the Air Force which afforded her the opportunity to travel the United States and Europe extensively. To date, Claire has lived in 28 homes. She was born in England and has dual citizenship thanks to her mother who was from London.

She has been a member of the Kiwanis Club of South Lansing, a non-profit volunteer service organization, since 2012. She served as president for a year, has spent the last 2 years as Secretary to the Club and enjoys giving back to the children and community of South Lansing.

Her proudest achievement is being “Mom” to 28 year old Jeffrey whom she is very proud. He has left the nest, works very hard and is finding his way in the world!

Denton joins the Equanimity team with a background in refugee resettlement and trauma-informed care. She has primarily served in administrative roles and is eager to take on the challenges of the financial world.

Originally from southern Arizona, Denton has lived in six states and two countries, experiences that have deepened her passion for community and her commitment to understanding people, cultures, and their interconnectedness. She earned her B.A. in Intercultural Studies and applied her education while working with refugees. Today, she remains connected to that work through volunteer efforts.

An avid reader and lover of the outdoors, Denton can often be found exploring hiking trails, marveling at the snow, or convincing friends to try new foods—always with a book close at hand.