LET'S GET NIFTY

Meet our team that never breaks a sweat when it comes

to harness the power of leadership, collaboration, and creativity.

NEVER SAY NEVER

We believe that nothing is ever impossible.

THOUGHT PROVOKING

We are not afraid to ask questions and develop answers.

INCLUSIVELY INNOVATIVE

We innovate with the goal to be impactful and inclusive.

YOU ONLY LIVE ONCE

We embody a balance between happiness, adventure, and success.

FEARLESSLY CREATIVE

We empower each other to think creatively and break barriers.

Digital Marketing

Angela Knezevich
Team Lead
Steph Hidalgo
Creative Designer
Lauryn Dixon
Creative Designer
Debra Braganza
Writer
Eric Leider, CFP®
Writer

Paraplanning

Lesley Sun
Paraplanner
Sue Berlier, CFP®, CTFA
Paraplanner
Rich Krohley
Paraplanner
Stuart McLemore, CFP®, MBA
Paraplanner

Client Servicing

Michelle J. Wong, FPQP®
Advisor Advocate
Sandra Koengeter
Advisor Advocate
Christina Gill
Advisor Advocate
Sue Berlier, CFP®, CTFA
Advisor Advocate
Lesley Sun
Advisor Advocate
Kaylie Baird
Advisor Advocate
Kelsey Van Wagoner
Advisor Advocate
Lisa List
Advisor Advocate
Amanda Yeager
Advisor Advocate