Our Nifty Team

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Michelle J. Wong, FPQP™
Founder, CX Strategist
Maryland/D.C. Metro
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Sue Berlier, CFP®, CTFA
Advisor Advocate/Paraplanner
Louisianna
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Nicole Capobianco
Advisor Advocate
South Carolina
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Karl Burrell
Advisor Advocate
Texas
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Lesley Sun, CFP®
Industry Operations Analyst
New Jersey
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Jae Chung
Paraplanner
Virginia
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Angela Berkley
Digital Marketing Analyst
Indiana
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Amanda Yeager
Advisor Advocate
North Carolina
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Stuart McLemore, CFP®
Paraplanner
Georgia
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Lauryn Dixon
Creative Designer
Florida
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Sandra Koengeter
Advisor Advocate
Utah
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Ben Pieroni
Advisor Advocate
New York
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Steph Hidalgo
Creative Designer
California
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Kaylie Baird
Advisor Advocate
Utah
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Shay Garcia
Advisor Advocate
California
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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.