EQ Wealth Management

Stephen Emanuels is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He has worked at EQ Wealth Management since 2018 and previously at Capital Planning LLC from 2014 to 2018. Outside of his advisory role, he is a general partner with a 12.5% ownership in Axiom-West LLC, a real estate project development company. EQ Wealth Management serves a diverse client base including individuals, trusts, estates, corporations, and charitable organizations. The firm employs a model-driven investment approach overseen by an internal committee and manages approximately $723 million in assets with a team of eight advisors.

Michael Okamoto is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with EQ Wealth Management in Bellevue, WA, and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm manages approximately $941.7 million in assets through a team of nine advisors, offering discretionary and non-discretionary investment management as well as integrated financial planning.

Courtney Hanrahan is a CFP® with 15 years of industry experience. She currently works at EQ Wealth Management and was previously with Capital Planning LLC for eight years. EQ Wealth Management is a registered investment adviser managing approximately $941.7 million in assets with a nine-advisor team. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering discretionary and non-discretionary investment management alongside financial planning and access to customized and third-party managed investment models.

Sarah Emanuels is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining EQ Wealth Management, she worked at AlphaSights Inc. and Affirma. EQ Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, charitable organizations, and pooled vehicles. The firm employs a model-driven investment approach overseen by an internal Investment Policy Committee and offers integrated financial planning alongside discretionary and non-discretionary portfolio management.

Michael Varga is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 66 designation with 21 years of industry experience. He has been with EQ Wealth Management since 2018 and previously worked at Capital Planning LLC. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds, managing approximately $941.7 million in assets with a nine-advisor team. The firm employs a disciplined investment process governed by an Investment Policy Committee and offers discretionary and non-discretionary investment management, financial planning, and access to customized and third-party managed portfolios.

Audrea Sullivan is a financial advisor at EQ Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining EQ Wealth Management, she worked at Assured Partners, Citibank, Transform Wealth, and Mariner Wealth Advisors. She also owns and operates Guided Healing Yoga Therapy, where she provides individualized yoga therapy guidance and instruction. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm manages approximately $941.7 million in assets and offers discretionary and non-discretionary investment management, financial planning, and access to customized and third-party managed investment programs.

Jamika Parker is a CFP® professional with six years of experience in financial advising at EQ Wealth Management. She holds Series 63 and Series 65 licenses and has prior experience with AXA Advisors, LLC. Outside of her advisory role, Parker serves as the head coach for a youth basketball program, Talia Walton Basketball, working with 12U teams. EQ Wealth Management is a nine-advisor firm managing approximately $941.7 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering both discretionary and non-discretionary investment management alongside financial planning services.

Nathan Tepp is a CFP® professional at EQ Wealth Management in Bellevue, WA, with 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Kutscher Benner Barsness & Stevens, Inc. He is also a licensed insurance producer and an authorized notary public in Washington State. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm employs both discretionary and non-discretionary investment management and financial planning, leveraging an Investment Policy Committee to guide portfolio alignment through fundamental and cyclical analysis, ongoing monitoring, and due diligence on third-party managers.

John Quigley is a CFP® with 22 years of experience in financial advising, currently serving as part of an eight-advisor team at EQ Wealth Management since 2018. He previously worked at Capital Planning LLC from 2014 to 2018. Outside of his advisory role, he holds a 12.5% ownership interest as a general partner in Axiom-West LLC, a real estate project development company where he contributes to property identification, due diligence, business planning, and project management. EQ Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, and institutional entities. The firm combines fundamental and cyclical analysis with model-driven portfolio construction and due diligence, managing approximately $723 million in client assets.