Vern Dransfeldt
EMAIL: vern@equitymg.com
OFFICE: (805) 491-3245
Vernon L. Dransfeldt, CFP®
CEO AND CHIEF COMPLIANCE OFFICER
Business Background:
- CEO (President), Equity Management Group, LLC; present position since 1987
- Branch Manager, Private Ledger Financial Services; 1986-1992
- Vice President, Associate Manager, Bateman Eichler, Hill Richards; 1981-1986
- Associate Vice President, Associate Manager, Smith Barney; 1978-1981
- General Securities Principal (Series 24)
- Registered Options Principal (Series 4)
- NYSE Branch Manager (Series 12)
- General Securities Representative (Series 7)
- Uniform Securities Agent State Law (Series 63)
- Uniform Investment Adviser State Law (Series 65)
Jen Dransfeldt McGee
President and Senior Adviser
Formal Education after High School:
- Loyola Marymount University, Los Angeles; BA Economics 1994
- Pacific Securities Training Institute, Los Angeles
- Purdue Global University: MS Finance/Personal Financial Planning - expected completion Fall 2022
- President, Senior Advisor, Equity Management Group, LLC; 1992-present
- General Securities Principal (Series 24)
- Uniform Investment Advisor State Law (Series 65)
- Non-Member General Securities Exam (Series 2)
Jen Dransfeldt McGee
EMAIL: jen@equitymg.com
OFFICE: (805) 491-3245
CELL: (805) 816-2608
Sarah L. McGee
Operations & research associate, paraplanner
Formal education after High School:
- San Diego State University; BS Business Administration Finance 2021
- Operations and Research Associate, specializing in Software Development and Implementation; Equity Management Group, LLC 2021 – Present
- Accounting Intern, Financial Analyst, Executive Assistant; DAV Energy Solutions, 2019 – 2021