Trusted financial professional who values excellence and client satisfaction.
As Officer Wealth Fiduciary Administrator, Tiffany provides support to the Director of Wealth Strategy and the Manager of Fiduciary and Tax Services in the management of trust administration. She is responsible for overseeing trust custody, managing unique trust assets and directly handling family office accounts within the wealth management division. Tiffany excels at delivering exceptional customer service and building strong relationships with clients.
Experience
- Began working in the financial services industry in 2010
- Joined Johnson Financial Group in 2013
- Working towards obtaining her CTFA through Cannon Financial, a personal trust school
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Community Involvement
- Helps fundraise for the Kiwanis Club of West Racine