As Director of Client Service, Tiffany is responsible for planning and driving the firm’s client service strategy. She provides direct support to clients and advisors with a focus on ensuring an exceptional experience for clients. Her client-first mentality, passion for serving others, and attention to detail make her an invaluable member of our team.
Tiffany has more than twenty years of experience in the finance industry, primarily working for boutique wealth management firms. Her experience includes serving clients directly as a Senior Client Service Specialist and overseeing service teams.
Tiffany lives in Seville, Ohio, and enjoys spending time with her family. When she’s not at the office, Tiffany loves to embrace life’s adventures. But whether it’s camping under starlit skies or cherishing quality time with her children, family is at the core of her happiness.
