Equanimity Wealth Management Employee Directory

Q: What is Equanimity Wealth Management known for?

Equanimity Wealth Management was founded in 2015. Equanimity Wealth Management operates in the Financial Services industry.

Q: How many employees does Equanimity Wealth Management have currently?

Equanimity Wealth Management has approximately 5 employees.

Financial ServicesUnited States2-10 Employees

Built on the unique strengths of its founding members, James C. Trebilcock and Scott M. Danek, CFP® (www.linkedin.com/in/scottdanek) the firm serves the financial needs of both corporate and individual clients.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Advisory services also offered through CWM, LLC. Cetera is under separate ownership from any other named entity
: Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Our Corporate Services include: Retirement Plans and Executive Plans.

Our Personal Services include: Fee-based planning services, investment advice, offered portfolio management, retirement cash-flow modeling, and personal insurances.

Our focus is your unique journey. Equanimity....find yours.
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Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.

Find Equanimity Wealth Management employees' phone numbers or email addresses

Equanimity Wealth Management Global Highlights

North America
11

United States Of America
11

Africa
1

South Africa
1

Equanimity Wealth Management's Leadership

S. M. D.
Owner
Mobile Phone
Email
K. S.
Managing Director
Mobile Phone
Email
A. B.
Client Relationship Manager
Mobile Phone
Email
K. M.
Client Services Associate
Mobile Phone
Email
C. B.
Qp Client Service Associate
Mobile Phone
Email
C. S.
Wealth Advisor
Mobile Phone
Email
A. B.
Operations Intern
Mobile Phone
Email
C. B.
Qp Client Service Associate
Mobile Phone
Email

Contact profiles from Equanimity Wealth Management

Name

Title

Contact Info

Location

Last Update

S. M. D.
Owner
Mobile Phone
Email
Oct 18, 2025
K. S.
Managing Director
Mobile Phone
Email
Oct 17, 2024
A. B.
Client Relationship Manager
Mobile Phone
Email
United StatesMichigan
Sep 10, 2025
K. M.
Client Services Associate
Mobile Phone
Email
United StatesMichigan
Jul 19, 2025
C. B.
Qp Client Service Associate
Mobile Phone
Email
United StatesMichigan
Oct 24, 2025
C. S.
Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Oct 25, 2025
A. B.
Operations Intern
Mobile Phone
Email
United StatesMichigan
Apr 26, 2025
C. B.
Qp Client Service Associate
Mobile Phone
Email
United StatesMichigan
Jul 07, 2024

Frequently Asked Questions

What is Equanimity Wealth Management known for?

Equanimity Wealth Management was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 4650 Moore St, Okemos, MI 48864, US; you can contact the main corporate office by phone at

+1-517-324-****

. Explore Equanimity Wealth Management's company overview page for more information.

What is Equanimity Wealth Management's most common email format?

Equanimity Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equanimity Wealth Management email formats with LeadIQ.

How many employees does Equanimity Wealth Management have currently?

Equanimity Wealth Management has approximately 5 employees as of October 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Equanimity Wealth Management's key employees and leadership?

As of October 2025, Equanimity Wealth Management's key employees include:

Owner: S. M. D.
Managing Director: K. S.
Client Relationship Manager: A. B.
Client Services Associate: K. M.
Qp Client Service Associate: C. B.

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