Tiffanie is an experienced wealth advisor with more than two decades in private wealth management. She specializes in comprehensive financial planning, earning her CERTIFIED FINANCIAL PLANNERTM designation in 2015, and has deep knowledge of the fifteen wealth topics we focus on with clients. Throughout her career, she has worked with both families and corporate executives and is passionate about making the complex topics of our industry easy to understand for clients.
Tiffanie is dedicated to our team’s focus on comprehensive wealth management and the concept of delivering on the motto of “being a never-ending resource to our clients on all topics related to wealth.” As a first-generation college graduate, holding a bachelor’s degree in business administration from The Ohio State University, she has a deep affinity and passion to help others break barriers and navigate and thrive in all areas of life.
Originally from Columbus, Ohio, Tiffanie has lived in Chicago for nearly 20 years and currently resides in the Roscoe Village neighborhood with her senior pup, Sophie. In her free time, she enjoys spending time exploring new restaurants with friends, reading anything she can get her hands on and baking.