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 CFP® professional at EQ Wealth Management in Seattle, WA, with 11 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Brokerage Services LLC since 2014. EQ Wealth Management serves individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a model-driven investment approach overseen by an internal committee and offers integrated financial planning alongside discretionary and non-discretionary management across a team of eight advisors.

Courtney Hanrahan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at EQ Wealth Management since 2024. Prior to joining EQ Wealth Management, she worked at Capital Planning LLC from 2014 to 2024. EQ Wealth Management is a registered investment adviser that serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment approach overseen by an internal Investment Policy Committee and manages approximately $723 million in client assets through a team of eight advisors.

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, with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Capital Planning LLC and J.P. Morgan Securities. EQ Wealth Management serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs a model-driven investment process overseen by an internal Investment Policy Committee and offers integrated financial planning alongside discretionary and non-discretionary investment management.

Audrea Sullivan is a financial advisor at EQ Wealth Management with a Series 65 credential and two years of industry experience. She has worked at several firms including Assured Partners, Citibank, Transform Wealth, Mariner Wealth Advisors, and Thrivent Financial. Outside of her financial career, she owns and operates Guided Healing Yoga Therapy, providing individualized yoga therapy sessions focused on lifestyle and health management. 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 offers integrated financial planning along with management of both discretionary and non-discretionary accounts.

Jamika Parker is a CFP® professional with five years of experience, currently serving at EQ Wealth Management. She has previously worked at AXA Advisors, Aflac, and other firms. Outside of her advisory role, Parker is a youth basketball coach for Talia Walton Basketball, leading a 12U team. EQ Wealth Management is a registered investment adviser managing approximately $723 million in client assets for a diverse clientele, including individuals, institutions, and charitable organizations. The firm employs a model-driven investment process overseen by an internal committee and offers integrated financial planning and oversight for held-away assets.

Nathan Tepp is a CFP® with 11 years of industry experience, currently serving as a financial advisor at EQ Wealth Management since 2020. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, Nathan is a licensed notary public in Washington and holds an insurance producer license. EQ Wealth Management is a registered investment adviser serving individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a model-driven investment approach overseen by an internal committee and offers integrated financial planning alongside discretionary and non-discretionary management services.

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.