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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Lauryn Dixon
Creative Designer
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Tanya Nicolas
Executive Assistant
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Kaylie Baird
Advisor Advocate
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Kei Lincoln, CFP®
Advisor Advocate
& Paraplanner
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Steph Hidalgo
Creative Designer
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Kelsey Van Wagoner
CX Strategist
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Sue Berlier, CFP®, CTFA
Advisor Advocate
& Paraplanner
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Ben Pieroni
Advisor Advocate
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Eric Leider, CFP®
Writer
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Lesley Sun, CFP®
Industry Operations Analyst, Servicing Team Lead
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Isabelle Scrantom, MBA
Advisor Advocate
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Shay Garcia
Advisor Advocate
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Amanda Yeager
Advisor Advocate
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Jae Chung
Paraplanner
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Angela Knezevich
Digital Marketing Analyst,
Marketing Team Lead

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.