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. Today, Tiffany's career achievements encompass administering and managing employee benefits and retirement plans for several corporations in addition to managing her financial planning client's portfolios. She is also is the author of “Your Journey to Wealthy Living,” a Financial Planning Journal that helps individuals manage their daily cash flow and assists in identifying areas where they can make changes in their financial behavior.
Tiffany received her Bachelor's in Sociology from Hampton University and obtained an 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 and has obtain the FINRA Series 7, 63 & 66 investment licenses.