About
Tiffany has lived around the globe and brings her worldly life experiences to her everyday work. Having worked in the financial services industry since 2007, she learned the importance of understanding not only the big picture and details to fully implement plans, but also her clients' values and relationship with money.
Tiffany has a passion for music and has performed in places from China to Germany to home in Atlanta. She is an active member of the Atlanta Symphony Orchestra Advisory Council, co-chairing their Community Connections & Education Task Force. In her free time, she can be found cheering on Georgia Tech, Purdue Basketball and the Buffalo Bills. Tiffany lives in Smyrna with her husband, Rich, and their English Bulldogs, Goombah and Mala.
Education
- BS - Georgia Institute of Technology
- Oglethorpe University, Professional Financial Planner Program
Awards
- *Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019, 2021 or 2022 FIVE STAR Wealth Managers. Awarded 9/01/19 for the period of 12/10/18 - 7/23/19. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22. Awarded 9/1/23 for the period 11/14/22 through 5/31/23. Awarded 9/1/24 for the period 11/14/23 - 6/10/24.
Additional licenses and designations
- CA Insurance License #0L10287
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