Tiffany Czajka2023-02-25T06:23:26-05:00

Tiffany Czajka, CTFA

Associate Wealth Strategist

Nearly a decade of analyzing balance sheets, managing portfolios, and administering trusts has made Tiffany an expert financial planner. But it’s her warm disposition and creative insight that clients seek when they entrust Tiffany with their legacies. When it comes to client relations, Tiffany sees every interaction as an opportunity to discover stories and offer personalized solutions. Thanks to her extensive knowledge of estate planning and tax minimization, she’s a valuable resource who puts together holistic wealth strategies for high net-worth families. When Tiffany’s not helping clients take strides toward their financial goals, this avid runner enjoys training with her husband and practicing her German.

Education and Accreditation

  • BS, Psychology – Oglethorpe University
  • Certified Trust and Fiduciary Advisor (CTFA)

Tiffany’s Insights & Resources

Asking for 529 Plan Contribution Gifts

By |December 5, 2022|Kids & Money|

For gift giving occasions like birthdays and holidays, it’s always fun to give kids the latest gadget or toy, but shiny new toys only last so long. If you’re looking for the perfect long-lasting solution and a gift that keeps on giving – look no further. This holiday season ask your loved ones to get your child a 529 plan. 

Let us work to help your assets and life appreciate together.

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