Tiffany Lee

Personal

Tiffany lives in Oklahoma City with her husband and three kids. When she’s not working with clients, Tiffany is teaching at her kids’ homeschool co-op, reading fiction, playing strategic board games, watercolor painting, camping with her family, or tending to her flock of backyard chickens. Tiffany believes in building a life with intention, creativity, and connection—values she carries into every client relationship.


Tiffany is an Enneagram 3

  • Achiever

  • Encourager

  • Ambitious

  • Social

  • Creative

Tiffany’s top 5 Strengths

  1. Woo (Connection)

  2. Positivity (Enthusiasm)

  3. Maximizer (Strength focused)

  4. Input (Researcher)

  5. Developer (Sees potential)

Professional

Tiffany Lee is an Exit Planner and Certified Professional Retirement Coach at Ellevate Advisors, where she specializes in guiding financial advisors through personal and professional transitions with clarity, compassion, and confidence. Drawing from a diverse background in therapy and university-level teaching, Tiffany brings a psychologically informed, human-centered approach to Succession Planning and business transitions.

Before joining Ellevate Advisors in 2020, Tiffany spent over a decade working at the intersection of whole person well-being and strategic leadership. She earned her degree in Music Therapy from Southwestern Oklahoma State University in 2010, providing therapeutic services in special education, memory care, and pediatric rehabilitation. Her passion for supporting and educating others led her to serve as an adjunct professor and onsite supervisor at her alma mater.

Tiffany joined Ellevate Advisors shortly after it launched in 2020, where she quickly saw the deep emotional and psychological overlap between her background in therapy and the complex work of Exit Planning. This insight inspired her to become a certified coach and to start supporting advisors in transition.

At Ellevate, Tiffany helps advisors align their values, relationships, and personal goals with the strategic demands of succession, M&A, or retirement. She believes every advisor deserves a plan that honors their past and excites them about the future.

Whether she’s walking a client through a values discovery exercise, navigating succession strategy in light of unique goals, or helping an advisor design their exciting next chapter, Tiffany supports and empowers advisors to create a life and legacy they’re authentically proud of.