Team

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 love doing—helping all of you with strategies that seek to help 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.

 

Rick Wheeler

President, Equity Development Corporation

303.757.6556

Rick established Equity Development Corporation to specialize in planning for the needs of business owners, professionals, and retired and near-retired individuals.

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Marti can answer any questions you may have about our services: investment products, estate planning, insurance, or otherwise.

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Robin Gardiner

Client Services Manager

303.757.6556

Robin can get help you with account information or make transactions within your accounts.

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Julann Crowder

Administrative Assistant

303.757.6556

Julann is most likely the first staff member you will speak with. She manages Rick's calendar and can schedule an appointment for you, change your address or make certain you are directed to the appropriate team member.

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