Tiffani Lee

Tiffani is a Client Service Associate in the firm’s Fulton, Maryland location, where she supports the office’s advisors by helping to manage client relationships through completing client requests and serving as a point of contact.

She brings several years of experience in various customer service roles and is a current Certified Financial Planner^™ candidate.

Born and partially raised in Germany, Tiffani is semi-fluent in German and now resides in Maryland. As a former college track athlete, she enjoys staying active and getting outdoors in her spare time, especially with her 5-year-old son.

Previous Experience

• Small Business Consultant at Intuit, Inc.
• Sales Associate at Verizon Fios
• Event Program Manager at Ultimate Marketing LLC

Education & Credentials

• BS, Old Dominion University, Biology