Friendly and reliable, Tiffany is the first point of contact when you call our office. She helps us provide timely, accurate and meaningful answers to our clients’ questions and generally makes sure their needs are always her first priority. She enjoys establishing trustworthy relationships and seeing people confidently pursue their goals.
Tiffany also supports the business operations of our team by handling important duties such as scheduling meetings, planning events, and processing client distributions.
Before joining our team in 2014, Tiffany was a branch operations specialist at Raymond James and spent five years in banking and investment services at PNC Bank (formerly National City Bank). She is currently studying to obtain a Series 7 and 63 securities license.
Tiffany lives in Grand Rapids, her hometown. She is active in her church, Grand Rapids First, and has served as a volunteer for Kids’ Food Basket and Habitat for Humanity. In her free time, she enjoys fishing, scrapbooking, yoga and travel.