OUR TEAM
Meet our team that never breaks a sweat when it comes to harnessing the power of leadership, collaboration, and creativity.
Michelle Wong, FPQP™
Founder, Advisor Advocate
Marketing, Servicing, Planning
Washington, DC
Christina Gill
Advisor Advocate
Servicing
Williamsport, PA
Kelsey Van Wagoner
Advisor Advocate
Servicing
Salt Lake City, UT
Lesley Sun
Advisor Advocate
Servicing
Trenton, NJ
Angela Knezevich
Team Lead
Marketing
Fort Wayne, IN
Steph Hidalgo
Brand Designer
Marketing
Irvine, CA
Jared Machen, CFP®
Paraplanner
Planning
Memphis, TN
Richard Krohley
Paraplanner
Planning
Long Island, NY
