Tiffany is a skilled wealth advisor with a passion for helping clients achieve their financial goals. During her time at Penn State, Tiffany was an active member of the business analytics club and worked as an analyst in the Intrieri Family Student Managed Fund. Since graduating, she has worked in the wealth management industry initially in a client-service role followed by advising clients as a Wealth Advisor. Tiffany is currently pursuing her Certified Financial Planner™ designation.
Tiffany thrives in an environment where she feels empowered and challenged. She is passionate about helping clients achieve financial independence and generational wealth. Recognizing that financial planning can be overwhelming and stressful, she is dedicated to making the process as seamless and stress-free as possible. She takes pride in assisting clients with the hard work that comes with financial planning, helping them to actualize their dreams and goals.
- Pennsylvania State University, B.S. Finance with a focus on Wealth Management
Certifications & Licenses
- Series 65
- Life & Health Insurance Certification
- Born and raised in Texas, Tiffany now calls Colorado home, where she lives with her husband, Brandon, and two dogs, Watson and Sophia
- Tiffany enjoys staying active with Pilates, snowboarding and playing the piano.