Administrative Assistant

Tiffany grew up in Grove City and lives there with her husband, Evan, and their infant son, Tanner.  She enjoys spending time with her family; activities like fishing, visiting the Zoo and Cosi, and family game nights.  Her family also enjoys going to different parks with their two schnauzers, Roscoe & Lucy.  Tiffany loves shopping and all things “girly.”  She is also a free-lance make-up artist in her spare time.

Professional

Tiffany is an Administrative Assistant at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows:

  • Manage the “first impression” for all visitors to the office.
  • Schedule all appointments & meetings for the firm’s Financial Advisers.
  • Assisting clients with a wide range of information regarding their accounts, including but not limited to direct deposits & withdrawals, account/investment values, online account access, and mobile app assistance.
  • Assisting with the management of the Libertas on-boarding and ongoing concierge services when new clients join our family and throughout the client relationship.

Tiffany started her career with Libertas Wealth in 2019.

tiffany@LibertasWealth.com