Our Team

Our team answers, "If you had one statement to share with advisors, what would it be?"

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Michelle J. Wong Founder, Chief Executive Officer

“Success does not look the same every day. Be proud of any progress that you make.”

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Lesley Sun, CFP® Operations Manager

“Keeping your processes simple and organized is one of the easiest ways to help you and your clients – make things too complicated and no one will want to work with it!”

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Shubhani Rathi Administrative Assistant

“Success is a journey. Not a destination!”

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Ben Pieroni Advisor Strategist

“Always remember to follow your north star of putting your client’s needs first. At the end of the day, we are in this industry because we are committed to and have a firm belief in the virtue of service.”

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Lauryn Dixon Marketing Team Lead

“Always make room for learning. You never know it all.”

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Janelle Manalili Servicing Team Lead

“You can’t ignore the younger generation today if you want to stay in business tomorrow.”

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Tae Kneidinger, CFP® Planning Team Lead
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Amanda Yeager Advisor Advocate

“Educating clients and building those personal relationships is one of the greatest feelings ever, and being able to do these things for advisors is what makes me truly happy.”

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Kaylie Baird Advisor Advocate & Paraplanner

“Being organized is key.”

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Jae Chung Paraplanner

“Helping a client communicate about money with one’s spouse is as valuable as the financial advice.”

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Stuart McLemore, CFP®, MBA Paraplanner

“Minimize your use of financial jargon with clients or prospective clients unless you immediately explain what you’re talking about or you’re 100% sure sure that they already know what you’re talking about.”

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Karl Burrell Advisor Advocate

“In the financial services industry, it is important for us to stay informed, adaptable and empathetic to our clients’ needs. In doing so, we help them navigate the uncertainties and achieve their financial goals.”

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Nita Mukherjee Paraplanner

“Your health is wealth! Always remember to take care of yourself while working on your business.”

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Kei Lincoln, CFP® Paraplanner

“From Olympian Jim Stovall: ‘You need to be aware of what others are doing, applaud their efforts, acknowledge their successes, and encourage them in their pursuits. When we all help one another, everybody wins.'”

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Taylor Barnes Advisor Advocate

“Building trust with a client is essential to maintaining a long-term relationship. It always pays off.”

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Sarah Sparks Marketing Coordinator

“The best way to predict the future is to create it.” Peter Drucker

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Olivia Fox Advisor Advocate

“It is always better to be over-prepared than to need something and not have it.”

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Lisa Hughes Advisor Advocate
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Maddie Ewell Advisor Advocate

“Staying organized and communicating effectively will significantly reduce the time a task will take.”

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Jim Koford, CFP® Marketing Coordinator