Our Nifty Team

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.

Leadership

Michelle J. Wong, FPQP™
Client Experience (CX) Strategist, Founder
Angela Knezevich
Digital Marketing Analyst,
Team Lead
Lesley Sun
Industry Operations Analyst,
Team Lead

Digital Marketing

Angela Knezevich
Digital Marketing Analyst,
Team Lead
Steph Hidalgo
Creative Designer
Lauryn Dixon
Creative Designer
Debra Braganza
Writer

Paraplanning

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

Client Servicing

Lesley Sun
Industry Operations Analyst, Team Lead
Sue Berlier, CFP®, CTFA
Advisor Advocate
Christina Gill
Advisor Advocate
Kaylie Baird
Advisor Advocate
Kelsey Van Wagoner
Advisor Advocate
Kei Lincoln, CFP®
Advisor Advocate
Amanda Yeager
Advisor Advocate
Isabelle Scrantom, MBA
Advisor Advocate
Sandra Koengeter
Advisor Advocate