“At C+M, I am more than what my analytics bring to the firm, and my clients are more to me than a check box and an invoice. C+M values me as a person, and I value my clients.”
Tiffany began her career in managerial accounting, managing the finances of a law firm in 2006 and a multimillion-dollar winery in 2012. She switched to public accounting in 2014 at a boutique firm in Santa Barbara, California providing service to high-net-worth individuals, trusts, and estates.
Tiffany joined C+M in 2023 where her focus is tax planning, trusts, trust administration, estate planning, and estate tax. Since estate work can be difficult for clients during times of grief, she is grateful to lighten their load and handle the tedious portions of the process. She loves to help plan gifting strategies for the next generation and charitable legacies or both.
Tiffany’s first job was as a child actress in a commercial at nine months old and she continued to act until she shifted her focus to school in 2000.
