Levi Sanchez

"In a word, Michelle is "Amazing". She reliably executes tasks that are time-sensitive and critical for client service delivery. She has supported me in every task I have put before her; from design work to operations and paraplanning - she does quality work. She is highly competent, knowledgeable, and assumes the role of a partner in my business. I have recommended and recommend her and Nifty Advisor Support."

- Stephen J. Hazel CFP®, CeFT®,AIF®, ChFC®, RICP®, EA

Founder, Magnificent Life Financial Planning


"Michelle was wonderful to work with, very talented, pays attention to detail, and kept us updated every step of the way. We asked Michelle to help us update some outdated deliverables and make some of our PDFs "sexier." Michelle took our vision, added her design eye and expertise, and now we have awesome deliverables! We will use her services again in the future. Thanks, Michelle!"

- Chad Chubb, CFP®

Principal, WealthKeel


Scott Osborn??

"Michelle has had a profound positive impact on my business.  Hiring her has elevated our client service experience and has freed me up to do what I do best.  She adds tremendous value and I highly recommend her."


- A. Todd Black, CFP®

Principal & Wealth Manager, Dogwood Capital Management, Inc.


"Michelle is one of the most competent, proactive associates that I have ever met. She understands the mentality of a small business owner, since she is one, and is not afraid to roll up her sleeves. She has been an incredible help to Newbridge and I thoroughly enjoy working with her. I would recommend Michelle without reservation."


- Vincent R. Barbera, CFP®, MSFS

Managing Partner, Newbridge Wealth Management


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