Tiffany Kirgan

About Tiffany Kirgan

Upon entering the financial services industry in I thought being a financial advisor meant helping successful people and families amass wealth for their future. Before long, I learned my true purpose was not only to help families prepare for the future but also to help them discover the purpose behind their wealth. It became evident that families ponder many of the same questions:How much is enough?Will my family stay together when I\'m gone?Who will run the family business in the future?Are my children and grandchildren prepared to receive this wealth we’ve amassed?How will my contributions made to my family and community be remembered?These questions are far more pressing than the details of your financial accounts. Your question is not just how to maximize your wealth or manage it successfully—but how to ensure your wealth has a purpose. Technical analysis and financial strategies are necessary to optimize and protect family wealth, but I believe preparing your family for that wealth by having The Bigger Conversations® is just as important. Our firm works with successful professionals and multi-generational families to help you discover the Why behind your wealth. I believe that when you understand the purpose of your life’s work and what you want your wealth to achieve, your financial planning takes on a deeper meaning. I develop and maintain strong relationships with my clients because I’m committed to walking you through each phase and generation of wealth management. I’ve assisted first-generation wealth creators in establishing a foundation for their family’s future and helped second and third-generation wealth receivers navigate their new realities as a person with abundant means. My goal as an advisor is to share this experience and knowledge with people and families who want to make a difference with their wealth today and in the future.

Experience

1. Financial Services Professional

   NYLIFE Securities LLC

   Jul 2002 — Present

   Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency-Tiffany Kirgan is a Registered Representative of and collectively offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.5041 Kinsey Drive Tyler, TX 75703Call: 90••••••98Tiffany Kirgan is not licensed in all jurisdictions.

Education

• University of Texas at Tyler

  BS, Interdisciplinary Studies

  1993 — 1995

• University of North Texas

  MBA, Multi/Interdisciplinary Studies

  1991 — 1993

Skills

• Strategic Planning
• High Net Worth Individuals
• Investments
• Retirement Planning
• Budgets
• Life Insurance
• Finance
• Leadership
• Public Speaking
• Estate Planning
• Employee Benefits
• Nonprofits
• Marketing
• Fixed Annuities
• Leadership Development
• Management
• Team Building
• Event Planning
• Customer Service