Lead Financial Planner
CurrentCERTIFIED FINANCIAL PLANNER TMPassionate 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 has been part of the MFC team since 2011, and is committed to MFC’s holistic approach of financial planning and caring for our clients. She has advanced at the firm to becoming a Lead Financial Planner. Primary roles when working with clients include: developing and presenting comprehensive and personalized financial plans to strategically align client’s goals and financial resources. Providing unbiased advice in retirement planning, taxes, insurance, investments, estate planning, legacy planning, education planning, and cash flow. Assisting clients in implementing strategy and recommendations.Client Focus: 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.
