Tiffany was born and raised in the financial industry. She is a second generation award winning financial advisor. Her father built and founded VFG Associates in 1972. Tiffany is now a Fiduciary Financial Advisor, the Vice President of VFG Associates, an award winning licensed insurance professional, and an Accredited Wealth Management AdvisorSM or AWMA®. This is the nation’s original and most well-respected designation for providing financial advice.
As a registered Investment Advisor Representative, she holds a fiduciary duty and an ethical obligation to act solely in her clients' best interest. Her expertise aids her clients to capitalize on opportunities to preserve, grow, and/or transfer their wealth. She always seeks to optimize her clients' investments in order to achieve their goals.
Tiffany’s passion and focus is working with people who have or desire to accumulate and preserve their wealth. She has a proprietary and creatively engineered process called "The Welka Wealth Way" to helps educate and guide her clients into making smart financial decisions. Tiffany teaches her clients to always “Invest with intent TM." She believes that investing in companies and products that align with your faith, morals, and goals is what makes your financial plan a true success.
Understanding that relationships and emotions are affected by financial decisions, she created a pre-marriage program that she calls “Financial Harmony” where she expresses the importance of proper money management and open communication in relationships regarding finances. She hosts workshops and offers private financial counseling for couples. She is a ministry leader on the Pre-Marriage Preparation team at Our Lady of Good Counsel Parish in Plymouth, Michigan. The class is also offered though St. Kenneth Parish in Plymouth, Michigan.
Tiffany is the founder and host of a podcast called Welka Wealth that discusses financial planning strategies and techniques to help her listeners to "Invest with intent TM ".
Tiffany believes that you should choose investments and strategies that align with your morals and beliefs. Because of this, she has been vetted by Dave Ramsey and is now on the Ramsey Solutions team as a Smartvestor Pro.
Having a sense of community and helping others in their time of need are core values of Tiffany. She volunteers her time as the Treasurer of the Board of Directors for the P.B.J. Outreach. Learn more about their mission here.
Tiffany is the ministry leader for the Blessed is She OLGC Chapter at Our Lady of Good Counsel Parish in Plymouth, Michigan. This is a Catholic womens group that is focused on Jesus, prayer, and community. She hosts small group sessions, bible studies, and a rosary club as well as a Seven Sisters Apostolate. To find out how you can be a part of this community of women, CLICK HERE.
Tiffany has been featured in many news publications, articles, and magazines such as Forbes, U.S News and World Report, USA Today, Yahoo Finance, and Redbook.
Tiffany has been happily married since 2011. Her and her husband enjoy spending time with their two Boxer dogs, Glory B. and Frasier. You can find them on the weekends attending mass at Our Lady of Good Counsel parish in Plymouth, hiking at Maybury State Park, running outside, riding their Peloton, drinking coffee, and spending time with their family and friends.
Areas of Specialty:
- Wealth Management/Planning
- Managing existing brokerage accounts
- Managing 401K, 403(b), TSP, TESPHE and other employer plans.
- Retirement Income Planning
- Tax preparation and planning
- Social Security planning
- Legacy Planning
- College Planning/Funding
- Wealth Transfer/Estate Planning (Wills/Trusts, etc.)
- Long Term Care
- Medicare Advantage
- Medicare Supplement
- Prescription Drugs
- Business Liability
- Group insurance