Tiffany DiCerbo, Client Services Associate

The Story
Tiffany hails from Salt Lake City Utah, and came to Charter Oak in 2015. Since she’s been with the FGS Team, Tiffany has been instrumental in keeping the practice running smoothly, and is the glue that holds it together. Tiffany handles client scheduling, investment and insurance applications, and provides operational support to all advisors in the practice.

While Tiffany excels in these capacities, she is mostly inspired by the relationships she can build with both new and existing clients. Tiffany lives in Danbury, CT, with her husband Dan and daughter Gianna. They enjoy boating, traveling, and spending time with family.