About

Tiffany began her financial services career in August 2005 as an advisor for Merrill Edge. She then transitioned to a client service role at Merrill Lynch, and then to financial planner, financial planning manager and advisor for Retirement Strategies, Inc. Tiffany joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies. She is driven to work closely with clients and help them understand how they are positioned financially with respect to important life goals, such as retirement and estate planning.

Prior to beginning her career in financial services, Tiffany spent two years teaching English in Clermont-Ferrand, France, in part to pursue a passion for the French language. Outside of the office, Tiffany enjoys spending time with her husband Jon and children, camping, reading, and traveling.

Education

  • BS, Florida State University

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Blog

As the COVID-19 pandemic continues to work its way through the country and the world, more and more states are issuing stay-at-home orders to help curb the spread of this disease. By practicing social distancing–staying home whenever possible, limiting gatherings of large groups of people, staying six feet away from others, etc.–we can limit the spread of the disease through human-to-human contact. But there can be unintended consequences when we limit human connection.
Tiffany Beard CEPA®, CFP®

Blog

A lot is happening in the financial world these days. Inflation rages on, investment markets drop into bear territory, and talk of a looming recession is heating up.
Tiffany Beard CEPA®, CFP®

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