Our Team

After graduating from The University of Central Florida with a degree in Liberal Studies, Jen’s passion for financial service emerged. With a commitment to provide clients with distinguishable financial planning, she earned the CERTIFIED FINANCIAL PLANNER®, designation and integrated a comprehensive approach to all aspects of her work.

After a long career in financial planning, Jennifer sought to create a business model that shifted the focus from selling products to one of real partnership and service. She founded Symphony Financial Team in 2012 to offer busy professionals a transformative experience when it comes to managing their financial lives.

As CEO, Jen leads both the internal team and Advisory Council of Best In Class Experts to deliver fully coordinated planning to clients. Her primary role is to ensure all aspects of your financial house are in order and kept that way. She partners with you to map out and execute your vision for the ideal life you want to live. Acting as your “Personal CFO”, Jen follows a philosophy of servitude and approaches this role as she approaches life; as an opportunity to make a positive difference.

Tiffany is a native Floridian and has nearly 30 years in the financial service industry. She graduated from the University of Central Florida in 1986. Tiffany chose to continue her studies, acquiring the Series 7 Registration, as well as the ChFC, CLU and CASL professional designations; her most recent accomplishments are the Chartered Advisor for Senior Living (CASL professional designation) and her Series 66 Exam in 2009.

From 1986 to 1991, Tiffany became a successful professional with Equitable and Kansas City Life, where she focused on the Senior Market. Over the next decade, she went on to sharpen her qualified plan skills, eventually becoming a trainer for agents, attorneys and CPAs on the finer details of both Defined Contribution and Defined Benefit plans. She has been published in the Journal of Financial Services Professionals.

For seven years she shared her knowledge on the wholesaling front with over 1,000 financial professionals, with focused training on life insurance, long term care and retirement plans.

Tiffany joined Symphony Financial Team in 2014 and is the force behind plan execution. She is a pivotal liaison and primary conduit of communicating and transferring information between a client and our Deliverable Team. She executes all aspects of planning, coordinating, and ensuring deliverables for clients.

In addition to her broad spectrum of experience in financial services, Tiffany was an avid slow pitch softball player for 40 years and has played from Seattle to the Florida Keys including Canada and many fields in between. More recently to stay active and outdoors, she has taken up running. With a love of all things color, you'll likely spot her color coordinated from earbuds to shoes at local 5k and 10k races.

Sharisa is the newest addition to Symphony Financial Team having joined the end of 2021, she serves as Director of Client Communications. From driving branding efforts to supporting both new and existing client needs, Sharisa manages the communication and operational details that help our team and client relationships thrive.