BMO Family Office
Director, Private Wealth Advisor
BMO Private Bank
Tiffany serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses as well as not-for-profit organizations. Tiffany works with her clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Then, she identifies and engages a Client Strategy Team to create a unique and constantly evolving financial plan and strategy to help meet these goals. She joined the organization in 2017, and has over 19 years of experience in the financial services industry.
Tiffany earned a BS in Finance from DePaul University. She earned an MBA from University of Phoenix. Tiffany is a CERTIFIED FINANCIAL PLANNER™ professional. She holds Series 7, 65 and 66 securities licenses.
Tiffany is the co-founder of @pcgivingproject and member of the Women’s Impact Fund for the Porter County Community Foundation. She is a member of the Young Professionals Advisory Council of the Chicago Community Trust, the Professional Advisory Council for the Chicago Foundation for Women, and is a member of the Chicago Council on Planned Giving.
Tiffany makes her home in Valparaiso, Indiana with her husband, Jeremy, and their three children.