The management team at Equilus Group Inc shares a common vision: to share their knowledge of the financial industry with our clients and peers and to build multi-generational wealth for our clients. We feel that the best way to achieve this is through open collaboration and putting the needs of our clients first.
Joel R. Frank – MBA
Managing Principal and Founder
Joel Frank is the founder and President of Equilus Group Inc.
He is driven by his passion to make a difference in each client’s life. He empowers people to achieve their financial goals by delivering proven solutions backed with 30 years of experience. Joel specializes in the areas of business capitalization, financial management, real estate capital formation, and estate planning. He is an investment adviser representative of Equilus Group Inc. He co-owns and serves as the managing member of several real estate investments and management projects.
He comes from an agricultural background in Northeast Oregon where he was a respected business and financial consultant serving three governors on the Governor’s Advisory Council, primarily in the areas of economic and business development. Joel has attended and graduated courses and studies from Cal Poly Ag Technical in Agronomics, Wharton Business in economics and Harvard University courses through NYLIC University in business and finance. Joel has an MBA and a Master’s in Financial Capital Management (MCM).
Joel is a registered and licensed investment adviser.
Lewis ‘Jake’ Carpenter
Investment Adviser Representative
Jake has worked in the financial services industry for 14 years. He began his career in financial services with New York Life. A seasoned professional, he specializes in insurance planning, investment services, capital gains tax deferral strategies, estate planning, business succession, wealth transfer, and asset management. He is an investment adviser representative of Equilus Group Inc. Jake’s niche market is real estate investment placements in income-producing Real Estate Investment Trust projects. He is respected amongst his peers and has earned numerous industry awards.
As an educator, Jake excels in customer service and is passionate about equipping his clients, through education, to make optimal decisions for reaching their financial goals. From improving their current financial position, to reducing potential risk and creating diversity, Jake ensures that his clients understand all their options.
Jake was raised in North Central Washington. Originally, a career police officer, he attended Washington State Law Enforcement Academy, and was recognized with honors and awards. He gained experience working in Special Weapons & Tactics (S.W.A.T.). After changing his career pathway to financial services, Jake attended and graduated courses from Harvard University in Business and Finance, through NYLIC University.
Senior Financial Advisor
Marc has worked in the financial services industry for over 6 years. He began his career in financial services with Charles Schwab and has worked as a financial planner for other large name firms. A seasoned professional, he specializes in insurance planning, capital gains deferral strategies, trust strategies, business succession, tax-efficient income strategies, and retirement planning. He is an investment adviser representative of Equilus Group Inc. Marc’s niche market is working with small business retirement plans and tax minimization strategies for affluent households and their families. He is respected amongst his peers and a definite team player.
As an educator, Marc excels in customer service and is passionate about educating his clients and helping them make smart financial decisions. Marc enjoys listening to his clients and helping them find the gaps in their financial plan and working with them to understand all their options. Whether it’s managing risk, deferring tax, or selecting the right retirement plan, Marc thrives upon helping his clients (and their families) make wise financial decisions.
Marc was raised outside of Chicago, Illinois. His family has been involved with restaurants for decades, and he originally was on course to be a chef before switching majors in college. Marc graduated in the top percentage of his class at Johnson & Wales University in Rhode Island with a Bachelor’s of Science in International Business. Outside of work, he enjoys hiking, volunteering, international travel, road trips and experimenting in the kitchen. Marc and his fiancée, Angeline, currently live outside of Seattle in quiet Bothell.
Leslie joined the Equilus Group Inc team in 2017 and worked her way up the ranks to the position of Executive Administrator. She is proficient in bookkeeping and budget management. She keeps all the files up to date and the office running smoothly.
Her coworkers can count on her to anticipate what they might need, and she often has it done before she is even asked. She brings great attention to detail, excellent rapport building skills, and energy to every interaction. Leslie believes that honesty is the best policy and applies this in her interactions by being candid and straightforward, with compassion.
In her free time, Leslie likes to read, do small projects around the house, and spend time with her husband, Kevin, and their cat.