Kevin Snow, Certified Financial Planner™ and Co-Owner of Equity Design Group, graduated from the University of Northern Iowa in 1988 with a Bachelor’s Degree in Economics. Following college, he began his financial planning career in Iowa City, Iowa. In 1995, Kevin moved to Wausau, WI and began to build Equity Design Group. Kevin primarily works with medical professionals and business owners. Kevin loves spending time with his four children, Emily, Maggie, Nick, and Gretchen, and his grand kids, Adeline, Olivia, Easton, Charlie, and Ivy. He also enjoys hunting and fishing.
Jason Hohenstein AIF®
Owner
Jason C. Hohenstein, Financial Advisor and Co-Owner of Equity Design Group, specializes in the development and management of financial plans with an emphasis on wealth management, risk management and retirement planning. Jason also advises small business owners. A graduate of Gustavus Adolphus College, he has passed his Series 6, 22, 62 and 63 securities exams, as well as the Series 65 Uniform Investment Advisor Examination. Jason and his wife, Sara, along with daughter Alissa and son Jack enjoy fishing, camping and going to museums together around the country.
Nicholas Snow CFP®
Financial Advisor
Nicholas Snow, Financial Advisor at Equity Design Group, began his career with the firm in 2018. After Graduating from UW-Madison with bachelor degrees in economics and political science in 2019, he became a full-time advisor with the firm. Nicholas holds his Series 7 and 66 along with his Life and Health/Accident insurance license. He works closely with other advisors in the firm to create wealth management and retirement plans for families and professionals.
In his free time, Nicholas enjoys spending time with his family and friends as well as hunting, fishing, and cheering on his favorite sports teams.
Matthew Alexander CFP®
Financial Advisor
Matthew Alexander is a 2019 graduate from the University of Wisconsin-La Crosse with a bachelors degree in Finance. Matthew advises individuals on wealth management, retirement planning and insurance needs and works to assist recent college graduates with getting started on building their financial future. Matthew has passed the State of Wisconsin Life and Health Insurance examinations as well as the Series 7 and 66 examinations. He enjoys being active and watching sports with family and friends during his free time.
Samantha Sanchez
Registered Assistant
Sam graduated from the University of Wisconsin-Stevens Point in 2010 with a degree in business administration. She has 10 years of experience in the securities industry and has completed the series 7, 66, and life insurance examinations. Sam is also a notary public. In her free time, Sam likes to travel, spend time with her husband Luis, and take her dog Beau on walks.