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CERTIFIED FINANCIAL PLANNER™
Passionate about people and numbers, Tiffany feels fortunate to merge both in her work. She enjoys discovering patterns and pulling all the pieces together to solve puzzles, especially ones that help others live their lives to the fullest.
With her clients, this typically means analyzing the many different aspects of their financial and non-financial lives. Tiffany’s goal is to figure out how the pieces can fit together in a way that maximizes both short and long-term goal achievement. Some of these puzzle pieces come from getting to know a client – appreciating their likes and dislikes, goals and desires. Other pieces come from research and gathering financial and objective data. Diving deep, Tiffany then takes all the pieces through Morris Financial Concepts’ academic approach to financial planning. Engaging with her clients and presenting the bigger picture of how all these puzzle pieces come together is where Tiffany gets her energy.
Tiffany studied at Virginia Tech, where she graduated Summa Cum Laude, completing a B.S. in Finance, the CFP Board Certified curriculum, a minor in Psychology and an honors degree. Tiffany joined MFC in 2011 and has held her CFP® Certification since 2013. Tiffany is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association® (FPA®) and is a graduate of FPA’s Residency Program. Tiffany serves as President of the Charleston Virginia Tech Alumni Chapter.
In her free time, Tiffany enjoys spending time with her husband, Ross, and their son, Luka. They particularly enjoy traveling, learning about other people and cultures, and seeing the various beautiful natural landscapes of the world. Each winter Tiffany and Ross hit the ski slopes out west, though Tiffany still prefers the sunshine and warmth of Charleston.
Tiffany enjoys helping clients identify their life goals. She works collaboratively with them to strike a balance in short and long-term objectives, and strategically formulates a personalized financial plan towards achieving their desired goals.