LET'S GET NIFTY

Meet our team that never breaks a sweat when it comes

to harness the power of leadership, collaboration, and creativity.

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