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.

Michelle J. Wong, FPQP®

Founder

Kelsey Van Wagoner

Servicing

Angela Knezevich

Marketing

Amie Irwin

Executive Assistant

Amanda Yeager

Servicing

Rich Krohley

Planning

Christina Gill

Servicing

Sue Berlier, CFP®, CTFA

Servicing

Stuart McLemore, CFP®, MBA

Planning

Lesley Sun

Servicing/Planning

Steph Hidalgo

Marketing

Whitney Johnson, CEP®

Servicing

Debra Braganza

Marketing