Meet the Investment Team Tiffani Hamilton, MBA
Wealth Advisor
Tiffani Hamilton is a wealth advisor serving parts of Utah (Herriman, Riverton, Lehi, and Saratoga Springs). She joined Mountain America Investment Services in 2019.
Tiffani’s passion is serving clients and making a positive impact in their lives. She gets to know their complete financial picture, so she can develop a personalized strategy to help them reach their financial dreams. This includes helping with savings and investment strategies, debt management and retirement planning. Her goal is to build a lifelong relationship with her clients; they become part of her “family.”
Tiffani has a Bachelor’s degree in finance with a minor in economics and a master’s in business administration from Utah State University. She holds the following licenses through LPL Financial: Series 7 and 66 securities licenses, as well as insurance licenses.
Prior to joining Mountain America Investment Services, Tiffani worked at Wells Fargo as a premier banker and as an affluent segment leader for the Utah region. She has been in the financial industry since 2002.
During their free time, Tiffani and her family love to do anything outdoors—camping, hiking, boating, skiing and golfing. She and her husband, Travis, have three children—two girls and one boy.
Branches served
Herriman: 5600 WestLehi: Timpanogos Highway
Riverton: 12600 South
Saratoga Springs: Crossroads Boulevard
South Jordan: Daybreak Parkway
Eagle Mountain: Eagle Mountain Boulevard
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
