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Our Nifty Team

Michelle J. Wong, FPQP™
Founder, CX Strategist
Maryland

Sue Berlier, CFP®, CTFA
Advisor Advocate/Paraplanner
Louisianna

Nicole Capobianco
Advisor Advocate
South Carolina

Karl Burrell
Advisor Advocate
Texas

Lesley Sun, CFP®
Industry Operations Analyst
New Jersey

Jae Chung
Paraplanner
Virginia

Angela Berkley
Digital Marketing Analyst
Indiana

Janelle Manalili
Advisor Advocate
Nevada

Amanda Yeager
Advisor Advocate
North Carolina
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Stuart McLemore, CFP®
Paraplanner
Georgia

Lauryn Dixon
Creative Designer
Florida

Sandra Koengeter
Advisor Advocate
Utah

Ben Pieroni
Advisor Advocate
New York

Steph Hidalgo
Creative Designer
California

Kaylie Baird
Advisor Advocate
Utah

Nita Mukherjee
Paraplanner
California

Daniel Calderon
Advisor Advocate
Tennessee
Our Team
Promise
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.
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