Our People

 Jeni Cramer, Administrative Manager
will most often be the first person you speak with when you call our offices.  She can schedule an appointment or direct you to the appropriate staff member.

     To get account information or make
     transactions within your accounts . . . . .
       Robin Palan, Client Services Manager 

If you have questions regarding our services. . . . . 
Marti Haygood , Operations Manager  

      To get investment or estate planning
     advice . . . . . Rick Wheeler, President

     

                                                     A Note from Rick. . . . . 

As President of Equity Development Corporation and a Registered Principal of LPL Financial. I will personally manage your portfolio investments, monitor the market for potential impact on your investments, facilitate estate and tax planning, and reallocate your portfolio based on market changes or changes in your objectives or investment goals.

In order to do what I am really good at doing — helping all of you retire and stay retired with a standard of living that you enjoy — I have assembled a team of knowledgeable professionals to better serve your needs. Many of my phone calls are routed to a team member and that individual will either handle your request or give it to our Operations Manager, Marti Haygood. Marti is a Registered Administrative Associate with LPL Financial. and if she cannot handle your request, she will give it to me.