Hello, my name is
Kyle Wilke, CFP®
Financial Advisor
I know that choosing an advisor is not an easy task. It takes a lot of trust – trust that I do not take for granted. For that reason, I wanted to take a moment away from traditional website content, and speak directly to you.
Where I Started
When I was a child, I spent the majority of my time in South East Asia. My mother and father followed a shared passion for philanthropy to Thailand, where they worked in refugee camps as part of the fallout from the Vietnam war. Every day, I saw undeniable proof of the difference that compassion can make. This experience shaped my outlook on what I believe wealth to be.
The only way to feel “rich” is by enriching the lives of others.
My Values
By showing compassion, we can create a domino effect of goodwill. When you bring happiness to someone, that joy hops to the next person, and the next person, and the next person… Until eventually, the positivity of one small act of kindness is reaching people in every corner of the world.
Why I Do What I Do
As an advisor, I have the opportunity to help others create a financial plan that empowers them financially and philanthropically. The result? A trickle effect of positive change. When I couldn’t find a firm that shared my mission, I made my own.
Equi Financial Planning is the embodiment of my ideal firm – a firm that focuses on personalizing your plans according to what you love.
Hello, my name is
Amy Shappell, CFP®
Financial Advisor
With almost two decades working with amazing clients with similar worries and concerns and guiding them to achieve remarkable success, my mission is to help you develop a clear vision for your life and then educate and empower you to make smart financial decisions to make that vision come true.
My path to becoming a financial planner became clear at an early age. When I was nine, my college-age brother told me that if he doubled the prices of his business, he would be better off, even if his business dropped by half. I didn’t believe him at first and was pretty sure he was wrong. But he walked me through the logic and I got it. I realized that he would work less and have more time for fun. Amazing! It was that moment that kindled an interest in financial planning, although I didn’t know what it was called. Like many things, it’s simple, but not easy.
I like to say that I’ve been there and done that. I put myself through college (BSBA in Economics from Ohio State University), am married with two kids, have changed careers, moved across the world, bought homes, dealt with aging parents and the settling of their estates, and lived on budgets that range from lean to luxury.
I believe that financial planning is about more than just managing money – it’s about using money as a tool to reach the goals you set for yourself. What do you want to do? Let’s figure it out together and work to make it happen!
Setup a time today for us to Get Acquainted