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, LUTCF, CLU, ChFC
Managing Principal and Founder
Joel Frank is founder and President of Equilus Group, Inc. and a Registered Investment Advisor with Equilus Financial Group, Inc., where he serves as Managing Principle. Joel has attended and graduated courses and studies from Cal Poly AG Technical in Agronomics, Wharton Business in economics and Harvard University in business and finance.
Joel comes from an agricultural background in Northeast Oregon where he was a respected business and financial consultant serving three governors on the Governors Business Advisory Council, primarily in the areas of economic and business development. Joel has experience in business capitalization, business and trust management and estate planning and is a member of the Estate Planning Team. Joel also co-owns and serves as the managing member of several real estate investment and management projects. Joel has a MBA and MCM (Masters in Financial Capital Management) and brings 28 years of applicable experience in the arena of strategic business & estate planning, financial management, and real estate capital formation.
Joel holds Series 6, 7, 63, 65 security licenses. Joel is an Associate and Registered Investment Advisor with Apex Advisory Group Inc.
Paul M. Bondo, MAEd
President of Ridge to River Properties, LLC, and Managing Director of Equilus Capital Partners
Paul has over 35 years of experience in the residential and commercial real estate sectors, including site development, construction management, senior living operations, finance, budgeting and personal development. He has worked for American Express as a Vice President of Real Estate and has owned and operated a senior assisted living facility.
Originally from the Seattle area, Paul moved to the Wenatchee Valley 25 years ago with his family to enjoy the North Central Washington lifestyle.
Paul is a commercial and residential real estate broker with Coldwell Banker LaVigne in Wenatchee. He has sold commercial buildings, leased properties and developed land. He enjoys working with real estate and finds it both rewarding and fulfilling.
In his spare time, Paul enjoys taking advantage of the outdoor opportunities North Central Washington has to offer. He owns a number of horses and enjoys backpacking with them throughout the region.
Paul holds a Masters of Education from Oregon State University and a B.A. in industrial technologies from Western Washington University.
Roberto H. Castro, LLC, PLLC
JD General Law Counsel, Equilus Capital Partners
Roberto is the Managing Member of Central Washington Appraisal, Economics & Forensics, LLC, a Business Broker leading Murphy Business Central Washington, and a practicing attorney with the Law Office of Roberto Castro, PLLC, which focuses on business succession and exit planning. Roberto is an active member of the Washington State Bar, is admitted to the U.S. Tax Court and Bankruptcy Court for the Eastern District of Washington, and is rated by Avvo as a “Superb” legal counsel. He is a graduate of Cornell Law School, holds an M.S. in Taxation from Fairleigh Dickinson University, M.B.A. from University of Portland, and is a Qualified Appraiser holding the Certified Valuation Analyst (CVA) designation and Certified Machinery Appraiser of Equipment (CMEA) designation. Mr. Castro is an instructor for the National Association of Certified Valuators & Analysts (NACVA), speaker and regular contributor to publication on the subject of business valuation, exit planning, business succession planning and business damages. Mr. Castro resides in Chelan, is a member of SCORE and the Chelan Community Garden.
Rebekah Kaylor, JD
Executive Consultant, Equilus Capital Partners
Lewis (Jake) Carpenter
Vice President of Investor Relations, Equilus Capital Partners
Jake comes from an insurance/investment background in Central Washington where he was a respected financial services professional earning countless industry awards. He has professional expertise in estate planning, business succession, wealth transfer, and asset management.
Jake has attended and graduated courses and studies from WSU Tri-Cities in Pre-Medical with a Chemistry minor, NYLIC University from Harvard University in business and finance. Washington State Law Enforcement Academy (With Honors/Awards) obtaining experience working in (S.W.A.T.) tactical situations.
Jake has over 11 years of industry experience in life insurance planning, business & estate planning, financial management. His passion is helping people with higher level estate planning and asset management.
When he is not working, he and his wife enjoy taking care of their health together through weight training and healthy diet. By creating a disciplined and healthy lifestyle, Jake believes he has created a foundation that applies directly to his success in business and taking care of clients.
Jake holds a life, health, disability, series 6, 63 security/investment licenses.
Leslie joined the Equilus Group in 2017. She is the first face you see when entering the office and the voice you hear when on the phone. She is the liaison between clients and Equilus partners and judicial staff. Leslie believes in getting to know each client personally. She brings attention to detail, excellent rapport building skills and energy to every client interaction. Leslie graduated with a Bachelor of Science degree in Interdisciplinary Studies/Social Sciences from Central Washington University-Moses Lake. She would like to pursue her Master’s degree in either Accounting or Psychology.