Meet our team that never breaks a sweat when it comes to harnessing the power of leadership, collaboration, and creativity.
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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

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Angela Knezevich

Team Lead

Marketing

Fort Wayne, IN

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Steph Hidalgo

Brand Designer
Marketing

Irvine, CA

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Jared Machen, CFP®

Paraplanner
Planning

Memphis, TN

Are you ready to meet Nifty?

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