Tiffany is a Wealth Advisor with five years of experience helping individuals and families design personalized financial strategies that reflect their goals and values. She also has a CERTIFIED FINANCIAL PLANNERTM certification, deepening her commitment to delivering clear, thoughtful, and values-based guidance to every client she serves.
A proud graduate of Penn State University, Tiffany was actively involved in the Business
Analytics Club and gained hands-on investment experience as an analyst for the Intrieri Family Student Managed Fund. Her academic and professional background equips her with a strong foundation in data-driven decision-making and strategic financial planning.
Education
- Pennsylvania State University, B.S. Finance with a focus on Wealth Management
Certifications & Licenses
- Certified Financial Planner™
- Series 65
- Life & Health Insurance Certification
Fun Facts
- Tiffany is no stranger to cross-country moves, having lived in Arizona, Texas, Illinois, and now Colorado – experiencing firsthand the diverse perspectives and lifestyles across the U.S.
- Tiffany enjoys the best of both worlds – quiet moments with a good book and the thrill of discovering new places through travel and adventure.
- For Tiffany, the perfect road trip includes heartfelt conversations, mountain views, and singing unapologetically loud to her favorite songs.
