Tiffany Lee

Personal

Tiffany lives in Oklahoma City with her husband and their three children. A homeschooling mom and lifelong learner, she’s part of three book clubs and believes there’s always room for one more story on the shelf. Her family loves making music together—impromptu jam sessions with piano, ukulele, and guitar are a regular part of their rhythm. Weekends often include camping adventures, hiking, or strategic board games around the kitchen table.

When she’s not coaching advisors or teaching her kids, Tiffany finds joy in watercolor painting, tending to her many houseplants, and cuddling the family’s fluffy Great Pyrenees. She also cares for a beloved flock of backyard chickens and loves escaping to tropical destinations whenever she can. Whether at home or away, Tiffany is always creating space for growth, connection, and a life well-lived.

Tiffany is an Enneagram 3

  • Achiever

  • Encourager

  • Ambitious

  • Social

  • Creative

Tiffany’s top 5 Strengths

  1. Empathizer

  2. Coach (developing others)

  3. Storyteller

  4. Philomath (always learning)

  5. Optimist

Professional

Tiffany Lee is a 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, nonprofit leadership, 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, senior care, and rehabilitation settings. Her passion for supporting and educating others led her to serve as an adjunct professor and onsite supervisor at her alma mater. She concurrently spend 10 years on staff at a nonprofit organization where she trained and led creative arts volunteer teams while also growing her talent in photography and graphic design.

When her children reached school age, Tiffany and her husband began homeschooling their children—an experience that deepened her commitment to lifelong learning and community-building. She continues to teach a variety of classes at her local homeschool co-op while cultivating a vibrant home life centered around a love of learning and everyday adventures.

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 pursue certification as a Professional Retirement Coach, allowing her to support advisors through the inner journey that accompanies life and business transitions.

At Ellevate, Tiffany partners closely with Lead Coach Brooklyn Brock to help advisors align their values, relationships, and personal goals with the strategic demands of succession, M&A, or phased 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 is passionate about helping advisors feel supported and empowered to create a life and legacy they’re proud of.