Tiffany is the Director of Talent at Summitry, where she leads recruitment, onboarding, and the full arc of the employee experience, building the systems and relationships that keep Summitry’s culture strong as the firm grows. She believes a candidate’s experience with Summitry should feel intentional from the very first conversation, and she carries that same care through onboarding and into every stage of an employee’s time at the firm.
As a member of the Leadership team and a champion of the Summitry brand, Tiffany partners closely with fellow leaders to protect and evolve the firm’s culture around its core values (care, grow, and drive), including through frameworks like the Summitry Loop that help translate those values into everyday practice.
Prior to joining Summitry in 2012, Tiffany earned a Bachelor of Arts in Mass Communications from the University of California, Berkeley. She has worked in IT services and started her career in wealth management in 2008. She holds the Financial Planning Qualified Professional (FPQP™) designation and is a member of the College for Financial Planning Alumni Association.
Tiffany lives on the Peninsula with her husband and their daughter. Outside of work, she loves spending time with her family, playing pickleball, baking, and getting lost in Korean dramas.
