Tiffany Charles

Chief Growth Officer

BA - Colorado State University
Marketing and Finance

FINRA License: Series 7, 66

An Interview with Tiffany Charles


Where are you originally from?
Vancouver, British Columbia

What is the best book you have read this year?
Untethered Soul by Michael Singer. I am always eager to learn about living my best and most fulfilling life. This book gave me perspective on the inner life of the mind and ways in which to observe and quiet my brain to be present and lighter.  

What do you enjoy doing in your spare time? 
Dating my husband (Seth), activities with my kids, cooking, brunching with my girlfriends, drinking a good glass of wine, reading, and I am going to go ahead and share it... the occasional reality tv show!

What is the best trip you have ever been on? 
Having to pick one trip is tough because all my traveling has brought me joy, humility, education, friendship, and fun. The one trip that I end up doing every year is back "home" to Vancouver, B.C. It's always the best trip because it's family, friends, great libations, good food, ocean views, damp air, and tons of attractions and adventures to explore.

Is there anything you would like to mention about your family, yourself, or in general? 
The best decision I ever made was choosing Seth to be my partner in life. We are grateful to be the parents of three beautiful kids: Jack (5), Declan (3), and Sawyer (2). It's our goal to live life with gratitude, kindness, and a sense of humor.

Any podcast recommendations? 
RISE by Rachel Hollis
How I Built This by Guy Raz (NPR)

What are five things you cannot live without? 
The Obvious - Seth, Jack, Declan, Sawyer, Family, and Friends
Soft Couch and Warm Blankets
Hot Tea
All Purpose Cleaner (young boys and a bathroom are no joke!)

What is your favorite thing to do for our clients?
While you may see a running theme here, the best thing I believe we do for our clients is that we work collaboratively to help bring them financial confidence so they can be present and focused on what matters most to them.



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