Who We Are & What We Do


In 1991 Equity Concepts was founded by Michael Thaler. John Robinson joined the firm shortly thereafter and together they set out to build a wealth management firm focused on exceptional service and institutional investment access. Amy Seltzer co-founded Equity Concepts North in 2001. Due to the success of that company she founded Seltzer Financial Strategies in 2004.

This strategic focus allows Seltzer Financial Strategies’ clients to gain the most from a relationship with the firm. Seltzer Financial Strategies provides comprehensive investment and financial services to individuals, families, businesses and institutions.

Amy Seltzer

Managing Member

Michael Thaler

Equity Concepts
Managing Partner
and Co-Founder

John Robinson

Equity Concepts
Managing Partner
and Co-Founder

Andrew Walker

Managing Director and
Chief Investment Officer

William Saunders, CFP®

Director of Wealth
Management Services

Haider Sharifi, CFP®

Director of Advanced Planning

Carlisa Berkheimer

Director of Client Services & Administration

Trisha Talerico

Senior Strategic Associate

James E. Ellis

Wealth Manager

David Neumann

Wealth Manager

Betsy Kelly

Relationship Manager

Danielle Barber

Strategic Associate