Our Nifty Team

Thriving and vibing  since June 2018

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Michelle J. Wong, FPQP™
Founder, CX Strategist
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Sandra Koengeter
Advisor Advocate
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Stuart McLemore, CFP®, MBA
Paraplanner
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Katrina Hawasly
Advisor Advocate
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Kelsey Van Wagoner
CX Strategist
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Kaylie Baird
Advisor Advocate
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Kei Lincoln, CFP®
Advisor Advocate
& Paraplanner
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Ben Pieroni
Advisor Advocate
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Lesley Sun, CFP®
Industry Operations Analyst, Servicing Team Lead
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Sue Berlier, CFP®, CTFA
Advisor Advocate
& Paraplanner
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Steph Hidalgo
Creative Designer
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Angela Knezevich
Digital Marketing Analyst,
Marketing Team Lead
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Isabelle Scrantom, MBA
Advisor Advocate
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Lauryn Dixon
Creative Designer
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Amanda Yeager
Advisor Advocate
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Richard Krohley
Paraplanner
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Eric Leider, CFP®
Writer

Our NIFTY Promise

Built around diversity, inclusion, and creativity,

our team upholds the Nifty Promise to empower ourselves and each other.

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.