Our Team

Role

As the Chief of Everything Officer, Michelle leads the Business segment which includes the Team Success team, Sales and Marketing, and Implementation Coaches to ensure a healthy and fulfilling team and advisor experience that brings the Nifty vision to life.

About

Born and raised in the D.C./Maryland area, she is married to her favorite Canadian, Chris, and loves to cuddle with her two dogs, Atlas and Luna, and her cat, Saryn. With over 13 years in the industry, she loves to delve into people’s values and motivations to help them find career and work fulfillment. In her spare time, she enjoys exploring in her Eurovan, playing video games, learning hand embroidery, and doing paint-by-numbers. She currently resides as a Canadian Permanent Resident in Windsor, Ontario.

What Makes Them Nifty

Michelle demonstrates strategic communication, adaptive leadership, and quick problem-solving through Nifty and her volunteer work. A strong implementer and visionary, she can easily create and design systems with minimal cost and manpower.

Role

As the Human Resources Coordinator, Lesley handles everything related to recruiting, payroll, and compliance when it comes to managing a great team.

About

Originally from the Bay Area, California, and an Equine Science major from Rutgers University, she joined the financial services industry as an office assistant in 2013 and proudly obtained the Certified Financial Planner marks in 2021. Adaptable and detail-oriented, with diversified technical skills, she excels in troubleshooting and learning new technologies to ensure clients and her team receive compassionate and effective service.

What Makes Them Nifty

After joining the Nifty team in 2020, Lesley’s skill in navigating complex technical and operational challenges, combined with her adeptness in managing everyday human interactions, has established her as a trusted resource both internally and externally.

Role

As the Operations Manager, Janelle leads daily internal operations to ensure a smooth and seamless operation that serves the team and clients.

About

Outside of work, Janelle assists with the development of event strategies to promote a local physical therapy business that specializes in MMA athletes. She also volunteers at animal shelters and finds ways to help dogs in need whether in my community, online, or abroad.

What Makes Them Nifty

Janelle excels in creating streamlined processes that enhance team efficiency. Her proactive approach and understanding of client needs make her an invaluable asset in building strong relationships.

Role

As an Implementation Coach, Amanda supports training initiatives with Implementation Specialists and provides comprehensive support to advisors, leveraging her extensive experience to facilitate client relationships.

About

Amanda enjoys cooking, hiking, and spending time with her family and three dogs in North Carolina.

What Makes Them Nifty

Amanda’s dedication to professional development and strong interpersonal skills enable her to manage multiple tasks efficiently, building lasting relationships with clients and advisors.

Role

As an Implementation Coach, Kaylie supports Implementation Specialists with ongoing training while she ensures efficiency and accuracy in her work, creating streamlined processes for advisors.

About

Kaylie enjoys outdoor activities and is committed to lifelong learning when she’s not optimizing financial planning.

What Makes Them Nifty

Kaylie’s strengths include her precision, organizational skills, and clear communication, which drive her effectiveness in delivering advisor success.

Role

As an Implementation Specialist, Stuart supports advisors by ensuring financial plans are accurate and client-focused.

About

Stuart enjoys spending time outdoors and with his family outside of his work in financial planning.

What Makes Them Nifty

Stuart’s analytical mindset and attention to detail help him provide insightful financial plan adjustments that allow advisors to better serve their clients.

Role

As an Implementation Specialist, Karl supports advisors with diligent service and a commitment to exceeding expectations.

About

Karl enjoys learning more about the industry and enhancing his skills when not working.

What Makes Them Nifty

Karl’s professionalism, work ethic, and client-first mindset ensure top-notch support for both advisors and clients.

Role

As an Implementation Specialist, Nita provides exceptional support to advisors by researching innovative solutions to enhance financial planning processes.

About

In her free time, Nita enjoys gardening, baking, and hiking in California.

What Makes Them Nifty

Nita’s proactive approach to financial planning and keen eye for emerging fintech trends ensure advisors benefit from her insights and expertise.

Role

As an Implementation Specialist, Sarah translates client visions into actionable marketing strategies, driving growth through creativity and collaboration.

About

Sarah enjoys painting, exploring creative ideas, and spending time with family outside of her marketing work.

What Makes Them Nifty

Sarah’s ability to craft compelling narratives and translate complex concepts into actionable tasks ensures that marketing projects are executed effectively.

“In an industry crowded with information, standing out means cutting through the noise. Listen intently, communicate clearly, and build trust through every conversation.”

“Forge lasting client relationships by genuinely understanding their aspirations and responding with tailored clarity, providing transparent, goal-focused insight.”

“In a sea of advisors, being personable and genuine, not just about the numbers, is what will truly set you apart.”