Advisors
The team at Equuis Wealth Management™ consists of a group of professionals who are experts in their fields. Learn a bit more about us:
Janet Fish - Certified Financial Planner - Owner of Equuis
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Janet Fish, founder of Equuis Wealth Management™, has over 30 years of helping people with their money. Janet sees, we were never taught how to manage money and she is excited to share her knowledge and her life's lessons to help her clients achieve their financial dreams.
Her passion is to share all the options available to you … Imagine if you have a spending plan and a savings plan. Janet works with each of her clients on an individual basis to develop an understanding of what holds them back from achieving their financial goals. She is committed to educating and coaching her clients through the often difficult process of making the right financial decisions, and setting up a financial plan that grows with you. In collaboration with her clients, Janet works with individuals and businesses to achieve what is important to them. |
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Arlene Beliveau - Office Manager and Wealth of Knowledge
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Arlene began as Janet's executive assistant in 1994. She brought with her a wealth of experience in operations and management from many successful businesses. Janet will tell you how fortunate she feels to have Arlene overseeing much of the day to day operations of Equuis Wealth Management and how much her efforts have contributed to the growth and success of Equuis. The clients will tell you how much they value Arlene's helpful manner, her knowledge, and her attention to detail plus her commitment to their needs.
Arlene also has a business partnership with Debbie Bongers. Arlene and Debbie are lifelong friends and share a passion in bookkeeping and Income Tax preparation, which created Innovative Office Services. Arlene was born and raised in Vernon. In her spare time she thrives on the time she spends with her family including her three adult children, their spouses and eight grandsons. |
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Allison Paris - More than Reception
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Allison is the first face you see when you come into the Equuis Wealth Management Office. She is always eager to meet, greet and make our clients comfortable.
She came to Equuis from a very busy medical office with several doctors and has proven to be a great asset to our busy office. She is well organized, very knowledgeable with computer systems, and loves a good challenge. This allows Allison to continually put her mark on being part of the Equuis team. Allison has earned her LLQP and it Insurance Licensed. Allison has lived in Vernon most of her life and enjoys many of the outdoor activities it has to offer. But her favorite, off duty, activity is spending time with her husband Jeff and their son Kubrick. |