About Us
~ Three generations and too many dogs ~
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
FINRA (Formerly NASD) Professional Designations:
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)
Board Certified in Estate Planning
Mr. Dransfeldt is also a Certified Financial Planner (CFP®)
Jen Dransfeldt McGee
President and Senior Advisor
Formal Education after High School:
Loyola Marymount University, Los Angeles; BA Economics 1994
Pacific Securities Training Institute, Los Angeles
Purdue University Global: MS Finance/Personal Financial Planning, 2022
Business Background:
President, Senior Advisor, Equity Management Group, LLC; 1992-present
FINRA (Formerly NASD) Professional Designations:
General Securities Principal (Series 24)
Uniform Investment Advisor State Law (Series 65)
Non-Member General Securities Exam (Series 2)
Sarah McGee
Operations and Research Associate, Paraplanner
Formal education after High School:
San Diego State University; BS Business Administration Finance 2021
Business Background:
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
The mascots, and most important additions to
EMG-LLC...
