Tiffany joined our team in 2023 as part of LPL Business Solutions, a service that provides industry-trained professionals to simplify operations and enhance the practices of LPL advisors. She serves as the primary liaison between our firm and LPL. Tiffany is committed to ensuring a seamless client experience by facilitating account openings, managing access to account view, addressing various client requests, and maintaining smooth operational workflows.
Tiffany has worked in the financial services industry for over 14 years in administrative/customer service roles at companies including California Bank and Trust, Citizens Business Bank, and US Bank. She joined LPL in 2021 and enjoys her role serving our clients' account and operational needs.
Personal Interests
Tiffany is a California Native that enjoys sharing life with her spouse, sons, and fur baby. In her spare time, she enjoys reading self-help books and listening to Podcasts. She also enjoys visiting amusement parks, zoos, beaches, camping, and going on nature walks.