First Vice President–Wealth Management
With her long list of credentials and designations, Tiffani provides her clients with comprehensive financial planning strategies – asset preservation, retirement, estate planning, education, and tax mitigation.
Tiffani has spent her entire career in the financial industry. She started as an intern with Smith Barney (now Morgan Stanley), which she joined upon graduation. Several years later, she decided to build her knowledge and credentials at the local hedge fund Glacier Peak Capital, where she was Operations and Compliance Manager. She re-joined Morgan Stanley in 2013 as a financial advisor and in September of 2022 moved to UBS in Seattle.
Tiffani earned a BA from the University of Washington with a concentration in Communications and Political Science. Her CERTIFIED FINANCIAL PLANNER TM designation reflects hundreds of hours of classroom study and ongoing testing, while her other credentials reflect her focus on working with successful business executives, entrepreneurs, and families.
Tiffani is a native to the Pacific Northwest (born and raised in Portland, OR). She lives in north Seattle, with her daughter and husband, a patent attorney specializing in technology. Tiffani is a member of the Seattle Bond Club, an association of seasoned leaders in the Seattle investment community. She is committed to her community and serves with a variety of non-profit organizations. In her free time, she is an avid foodie, amateur power boater, and world traveler.
Wealth Strategy Associate
Jack joined UBS in September of 2022 and is a California Polytechnic State University, San Luis Obispo graduate having earned a Bachelor’s Degree in Financial Management while also participating in several business management clubs. He was raised on Bainbridge Island, WA and has lived in the Seattle area with his mom, dad, and two sisters. He played a variety of sports with an emphasis in baseball. He played on the high school varsity team for 3 years and received 1st Team All-Metro honors two years in a row. He comes from a family of strong leaders in finance and business. Jack’s role as a Wealth Strategy Associate is centered on supporting Tiffani on financial planning, along with performing a multitude of tasks from helping clients open new accounts to arranging for fund transfers, income distributions, online account access and other operational functions. Jack has a result focused approach, lead with excellent critical thinking skills. He is enthusiastic, with a demeanor that is poised and reflective of his commitment to help simplify our client’s financial lives. Jack enjoys spending time with his family and friends as well as traveling and exploring new cities.