Tiffani is a Partner and Senior Wealth Advisor in the Beacon Pointe Denver, CO office with more than 25 years of experience. Tiffani advises high and ultra-high-net-worth individuals and families with a focus on long-term relationships and multi-generational wealth planning. She began her career as an investment assistant in a trust department, where she developed an early appreciation for both disciplined portfolio management and the complexities of family dynamics.

A CFA® Charterholder, Tiffani is known for delivering investment strategies with an emphasis on complex gifting and next-generation wealth transfers. Her professional experience ranges from managing individual family wealth to overseeing institutional equity and fixed income mutual funds, analyzing individual stocks, implementing complex manager strategies, and constructing individual bond portfolios. She brings a unique perspective from having worked in small, regional bank investment departments, a large bank private wealth platforms, and independent RIA environments.

Tiffani earned her B.S. in Business, with an emphasis on finance and investing, from the University of Northern Colorado, and a M.S. in Financial Analysis from the College of Financial Planning.

A fifth-generation Colorado native, she is proud of her family’s roots and values deep, enduring client partnerships. Outside of work, she enjoys time with her husband and daughters and is actively involved in supporting her youngest daughter’s year-round, high school, and summer swim programs. For the past six years, she has also helped lead a charity gala, raising more than $200,000 to support families affected by PTS.