Equanimity…Find Yours.™
Your path, your future. Whatever your journey, we can help.
equanimity… find yours.™
We Are Your
Accountability Partner
One of the most important yet overlooked parts of planning is the followthrough. We help you stay on track at every stage of life, regardless of changes, challenges or victories by keeping the focus on the steps needed to move toward your goals and objectives.
Advocate
We don’t just create a roadmap – we help you … find yours™. We identify and communicate what should take priority and guide you each step of the way.
Elevate Your Business with Tailored Retirement Solutions
We understand that a thoughtfully designed retirement plan is essential to supporting both your business and your employees’ long-term financial security. At Equanimity Wealth Management, we’ve been providing fiduciary retirement plan consulting services for thirty years, with participants in over 45 states.
We deliver tailored strategies aligned with your company’s unique needs, with an emphasis on enhancing plan value and reducing fiduciary exposure. We are provider agnostic and are not constrained or influenced by any proprietary investments, allowing us to recommend solutions through an objective, experienced lens, laser-focused on your plan and participant needs.
Participant financial awareness and appreciation of the plan is also a point of focus through proactive education and communication, and by our team providing interested participants complimentary, no-obligation financial planning.
Our Services
Our services are tailored, not templated, instead designed to meet each client at the level of complexity that best fits their goals. From streamlined planning to comprehensive, year-round collaboration, our approach scales in scope and sophistication. Every tier is defined by fairness, clarity, and an unwavering commitment to value.
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Business Services
Education Savings/Planning
Our Team
At Equanimity, we are committed to supporting clients through each stage of their financial journey. We customize our approach to address each individual’s needs and goals, emphasizing personalized solutions.
Scott M. Danek is an award-winning Founder, CERTIFIED FINANCIAL PLANNER™ and GFN (Genuine Fishing Nut) based in Okemos, Michigan with 33 years of experience in the field.
For Scott, it is incredibly rewarding to have a dedicated, caring team to work hard alongside to serve clients. Besides one’s health, family, and religion, depending on how someone ranks those things, next in line of importance is financial well-being and independence. People’s equanimity is incredibly important, which is signified by the firm’s name and what drives it to serve clients to the best of its ability.
Scott’s career began in the early 90’s serving individual clients and then he added qualified plan consulting by the mid-90’s, primarily with 401(k)s as well as defined benefit plans. In 1996, to signify his commitment to holistic financial and wealth planning, Scott earned the CFP® certification. He then earned the AIF designation, Accredited Investment Fiduciary, to support his work on behalf of both individual and corporate clients.
Community is also very important to Scott and Jill. Scott served 12+ years on his hometown’s school board as Treasurer, served as president of his local educational foundation ‘LEAF’ and as its race director for LEAF’s ‘Burg Run for 15 years, which raised over $50,000 during its existence. 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 food banks
Scott loves to fish, especially saltwater flats fly-fishing, earning the nickname GFN (Genuine Fishing Nut). He and Jill enjoy traveling and especially cherish the times when they get to see their three adult children and one grandchild.
Experience
- 33 years financial industry experience
- 10 years with Equanimity Wealth Management
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™ based in Okemos, Michigan with 20 years of experience in the field.
For Kate, making Equanimity Wealth Management’s clients’ lives better is the best part of her job. It’s a complicated world we live in and if Kate can make it less complicated even just a little bit, she counts that as a successful day. Kate also loves having all of the clients a part of her daily life.
Kate has a BA in Sociology from Michigan State University. GO GREEN! It was supposed to have been 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. Post college Kate worked for a couple small businesses and learned a lot of valuable skills, though she really wanted to wear her accounting hat as a career. It was a huge blessing when a friend referred her to Scott. That was 2002! Kate never looked back and continues to only look forward.
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.
Experience
- 20 years financial industry experience
- 23 years with Equanimity Wealth Management
Education
- BA in Sociology from Michigan State University
Certifications
- CFP®, CERTIFIED FINANCIAL PLANNER™
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 looking forward to starting this new chapter in 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 and enjoys giving back to the children and community of South Lansing.
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.
Business Support
As investment professionals, Equanimity receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Community Involvement
Kiwanis Club of South Lansing
Kiwanis is a global organization of volunteers dedicated to improving the world one child and one community at a time.
Equanimity and NewEdge are not affiliated with Kiwanis Club of South Lansing. This is for informational purposes only.
Ele’s Place
At Ele’s Place, hundreds of grieving children and teens find a warm and welcoming place to meet new friends who really understand how they feel, while they begin to heal after the death of someone close to them.
Equanimity and NewEdge are not affiliated with Ele’s Place. This is for informational purposes only.
Mid-Michigan Recovery Services
We are committed to inspiring hope by providing a safe environment – teaching and modeling healthy lifestyles for all impacted by substance use disorders. We know recovery is possible.
Equanimity and NewEdge are not affiliated with Mid-Michigan Recovery Services. This is for informational purposes only.
The Studios of Key West
Supporting artists, inspiring creativity and building community.
Equanimity and NewEdge are not affiliated with The Studio of Key West. This is for informational purposes only.
Bonefish & Tarpon Trust
Our mission is to conserve bonefish, tarpon and permit – the species, their habitats and the larger fisheries they comprise. We pursue this mission across the southeastern US, Gulf of Mexico, and Caribbean through science-based conservation, education and advocacy.
Equanimity and NewEdge are not affiliated with Bonefish & Tarpon Trust. This is for informational purposes only.
Boys & Girls Club of Lansing
For more than 40 years the focus of this community agency has remained on youth from disadvantaged circumstances, who lack appropriate resources and role models for success in school and/or employment. The mission has broadened from recreation and socialization to include education in a broad range of life skill areas.
Equanimity and NewEdge are not affiliated with Boys & Girls Club of Lansing. This is for informational purposes only.
The Izzo Legacy
The Izzo Legacy Endowment Fund will support the Izzo Legacy’s mission of administering funds that will feed the hungry, shelter the homeless, meet the needs of the underserved, reduce barriers to educational opportunities, and bring hope of a brighter future to Mid-Michigan communities in need.
Equanimity and NewEdge are not affiliated with The Izzo Legacy. This is for informational purposes only.
S2R Live Ride
Sunflowers to Roses is dedicated to fighting cancer and promoting our core values of family, fitness and fun.
Equanimity and NewEdge are not affiliated with S2R Live Ride. This is for informational purposes only.
Nantz National Alzheimer Center
Conducts cutting-edge research and provides state-of-the-art training for physicians and health professionals related to Alzheimer’s disease and dementing illnesses. The NNAC also provides an environment for comprehensive care of Alzheimer’s patients and their families.
Equanimity and NewEdge are not affiliated with Nantz National Alzheimer Center. This is for informational purposes only.
Yellow Dog Community & Conservation Foundation
The Yellow Dog Community and Conservation Foundation works to enhance communities, build partnerships and support conservation in places where great fishing is found. We achieve this by providing targeted grants to directly support priority conservation needs, vital community projects, and educational efforts in international angling destinations.
Equanimity and NewEdge are not affiliated with the Yellow Dog Community & Conservation Foundation. This is for informational purposes only.
Hospice of Lansing Stoneleigh Residence
Hospice of Lansing Stoneleigh Residence is an independent, local, nonprofit hospice providing the utmost in compassionate, meaningful end of life care. We are dedicated to serving all by bringing kindness, respect, and quality to the end of life.
Equanimity and NewEdge are not affiliated with Hospice of Lansing Stoneleigh Residence. This is for informational purposes only.
Laingsburg Area Food Bank
Equanimity and NewEdge are not affiliated with Laingsburg Area Food Bank. This is for informational purposes only.
Greater Lansing Food Bank
Equanimity and NewEdge are not affiliated with Greater Lansing Food Bank. This is for informational purposes only.
Santa’s Wish List
Each year Santa’s Wish List makes a difference in Florida by granting the wishes of over 200 kids. Collaborating with Rio Vista Church to help coordinate these efforts is also a great way to amplify the impact and ensure that the holiday season is special for these children.
Equanimity and NewEdge are not affiliated with Santa’s Wish List. This is for informational purposes only.
Get In Touch
If you have any questions or would like more information, please feel free to reach out. You can call our office Monday through Friday between 8:30 A.M. and 5:00 P.M. or send us an email at your convenience. We’re here to help.
Contact
O: 517.324.1266
E: info@eq-wealth.com
Location
4650 Moore St
Okemos, MI 48864
