Built Together: Our Gratitude for the Financial Advisors Who Inspire Us
At Nitrogen, we’re constantly inspired by the dedication, compassion, and impact that financial advisors bring to their work. Every day, advisors empower their clients to make informed decisions, navigate life’s complexities, and pursue financial well-being with confidence. It’s a partnership that goes beyond just software and services; it’s about building something meaningful together. Today, we’re taking a moment to share some of our favorite stories and reflections from our team on why we’re so grateful to be a part of the journey of tens of thousands of advisors around the country.
Micaela, SVP of Operations
“One of the uniquely beautiful things about serving in the wealth management space is the tight-knit community that persists year after year and decade after decade. One of my favorite things is connecting with the amazing financial advisors who have brought us along as long-term partners on their journey to empower the world to invest fearlessly, client after client, and year after year.”
Justin, Chief Product Officer
“As a values-driven company, we love recognizing those same principles in the advisory firms we serve. Abound Financial comes to mind — what a great culture of client-centric, values-aligned, good people who genuinely enjoy working together. We’re grateful to serve them and tens of thousands of other advisors out there who operate in the same way or aspire to.”
Monet, VP of Account Management
“Advisors truly wear so many hats, and that’s what drives us to keep improving our tools. Hearing how advisors use Nitrogen to provide reassurance during volatile markets inspires us to push even harder to refine what we offer. They’re not just tech users—they’re advocates, coaches, and trusted mentors to their clients. Being part of that journey is something I’m incredibly grateful for.”
Carly, Director of Account Management
“Meeting with our customers re-ignites my passion for Nitrogen. What excites me most is seeing how our technology complements the expertise of advisors who are deeply committed to their clients’ success. Advisors consistently show up with passion, making dreams a reality and helping clients achieve financial peace of mind amidst a world that is often uncertain.
The work they do isn’t easy, but their drive for growth and genuine care for their clients is what makes the difference. It’s inspiring to support professionals who put people first and make a lasting impact on the financial futures of individuals and families.
In my role at Nitrogen, I take the same approach—people first, with a genuine care and commitment to our customers’ growth and success.”
Max, Director of Solutions Consulting
“One standout customer that comes to mind is Farm Bureau, whose team brings such dedication and passion to their work. Collaborating with them has been a rewarding experience, as they consistently push for innovative solutions to better serve their clients. It’s partnerships like these that remind us why we do what we do—helping advisors deliver fearless, personalized advice every day.”
Dan, VP of Corporate Marketing
“When I think about the incredible advisors we have the privilege of working with here, so many stories come to mind. Take Aileen Grant, an advisor in Texas, who brings goodies for our team to enjoy at every Fearless Investing Summit — a meaningful gesture that shows just how thoughtful she is. Then there’s Glen Jackson, an advisor in Washington D.C., who frequently sends encouraging notes that brighten my day and is always quick to lift others up. Domenick D’Andrea and I speak at least weekly, exchanging ideas on how to enhance Nitrogen and discussing the latest in his business. And LeRoy Bizzel, who treats everyone he meets like an old friend, and is always ready to share a bit of inspiration. Then there are Neil and Adam Howard, who bring the fun side to the business — from gracious invitations to their home to each year taking me for a spin in their latest sports car. They show that this industry can be as enjoyable as it is impactful. I could go on and on about the incredible advisors we work with daily and that go beyond just customer interactions; I count it a privilege to call them friends.”
Mitch, Managing Director
“One advisor story that sticks with me is from someone who shared how they used Nitrogen to build trust with new clients who were initially hesitant about financial planning. With the right tools, this advisor could demonstrate clear, actionable steps toward their clients’ goals, which completely changed the relationship dynamic. They’ve since become one of their clients’ most trusted resources. Knowing that we play a small part in these transformations makes all the hard work worth it.”
Stephanie, Senior Advisor Coach
“Before I started here, I knew very little about investing or how advisors serve their clients. But after working with hundreds of advisors over the years, I’ve gained so much more perspective around the importance of confidently investing for the future and the impact of how much advisors care for their clients. I’m so grateful that I get a chance to serve and learn from advisors and contribute to their success and impact in even the smallest way.”
Alex, Managing Director
“I think of the advisors I’ve met who genuinely want to change the industry for the better. They don’t just want technology to improve efficiency; they want it to enhance every aspect of their client interactions. Partnering with advisors who are that passionate about what they do inspires us to keep innovating. We’re building for people who are reshaping what it means to be a financial advisor, and that drives us every day.”
Mark, Lead Product Manager
One of the best parts of my job is meeting with advisors and hearing how they’re using Nitrogen. They’re candid with their feedback, which is invaluable. We once had an advisor point out a small feature improvement that hadn’t occurred to us, but it ended up making a huge difference in how they could manage client interactions. That feedback loop is what makes Nitrogen so advisor-centered — we’re building solutions with advisors, not just for them.
Gratitude for the Journey Ahead
As we look to the future, we’re deeply grateful for the financial advisors who inspire us, challenge us, and partner with us in our mission. It’s their feedback and dedication that drive us to create solutions that genuinely support their goals. Building Nitrogen together with advisors has been an incredibly rewarding journey, and we’re excited to continue innovating alongside them.