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

Amanda Yeager

Servicing

Angela Knezevich

Marketing

Lisa List

Servicing

Christina Gill

Servicing

Sue Berlier, CFP®, CTFA

Servicing/Planning

Eric Leider, CFP®

Marketing

Lauryn Dixon

Marketing

Lesley Sun

Servicing/Planning

Sandra Koengeter

Servicing

Rich Krohley

Planning

Whitney Johnson, CEP®

Servicing

Steph Hidalgo

Marketing

Stuart McLemore, CFP®, MBA

Planning

Kelsey Van Wagoner

Servicing

Debra Braganza

Marketing

Kaylie Baird

Servicing