Tiffany joined Meristem Private Wealth team in 2023 as an Executive Administrative Assistant. In this role, Tiffany is responsible for implementing administrative systems, procedures, and policies, leading administrative projects, scheduling client meetings, and creating client accounts.
Prior to this role, Tiffany worked in the financial services industry for 14 years in administrative and customer service roles at companies including California Bank and Trust, Citizens Business Bank, and US Bank. She joined LPL in 2021 to apply her experience working with advisors in the Business Solutions Program.
Tiffany is a Southern California Native who enjoys sharing life with her spouse, two sons, and fur baby. She enjoys meditating, Ted Talks, reading self-help books, and listening to Podcasts. She also enjoys camping and visiting amusement parks, zoos, and beaches.
Meet with our team or schedule a call today
Get started