Transparency, Collaboration, Respect and Trust are the qualities Tiffany believes every great advisor should posses and best describes how she works with her clients and runs her practice. Tiffany has always had a passion for managing money. No matter whether it began the time she received her first American Express card as a teenager or managed her graduating class' finances in college. The excitement around understanding how finances worked continued to tug at her until she made it a career. Today, Tiffany's career achievements encompass administering and managing employee benefits and retirement plans for several corporations in addition to managing multi-million dollar portfolios for her financial planning clients.
Tiffany received her Bachelor's in Sociology from Hampton University and her MBA in Entrepreneurship and Innovation from Drexel University and IAE Business School where she studied abroad in Buenos Aires, Argentina. She continues to stay relevant in her industry and values the power of education. She also holds the Retirement Plans Associate, RPA designation from the International Foundation of Employee Benefit Plans and The Wharton School of The University of Pennsylvania and is currently completing the CEBS & IRS Enrolled Agent designations. She also holds an active life, health, and disability insurance licenses as well as the Series 7, 63 & 66 licenses in several states. Tiffany has been recognized by the Dallas Business Journal as one of the Top 25 Women in Business for the North Texas region in addition to other notable awards.