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.