Equius Team | Wealth Enhancement

About the Equius Team

We are committed to delivering high-quality service through transparent communication and the thoughtful application of academic research. We serve high and ultra-high-net-worth individuals, multigenerational families, endowments, and institutions. By taking the time to understand our clients’ goals and values, we build lasting partnerships focused on helping them preserve wealth, achieve their aspirations, and leave a meaningful legacy.

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Sharefile Schwab Alliance Fidelity

Advisory Team

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T.J. Troutner

Senior Vice President, Financial Advisor (Team Lead)

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Jason Zahorenko

AIF®

Vice President, Financial Advisor

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Lachlan MacLean

Vice President, Financial Advisor

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David Wootton

AIF®, CEPA®

Vice President, Financial Advisor

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Rick Raybin

CFP®, CEPA®

Vice President, Financial Advisor

Matthew Erbentraut

Matthew Erbentraut

CEPA®

Vice President, Financial Advisor

Client Service Team

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Judy Arntz

Client Service Manager

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Michelle Leeds

Client Service Manager

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Kori Troutner

Executive Assistant

Resources from our team

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Team locations

Novato, CA

3 Hamilton Landing Suite 260, Novato, California, 94949

Your complimentary consultation

During your no-obligation meeting, you will:

Get a second opinion on your financial situation

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Begin crafting a comprehensive financial plan

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Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.