Tiffany Welshans
Client Services Associate
I joined Cornerstone Wealth in April 2019 at the Huntersville, NC office, where I have the privilege of supporting our clients and team. With over 15 years of experience in customer service and sales support, including roles in the mortgage and loan industry, I’m passionate about ensuring every client interaction is seamless and positive. I bring a strong sense of professionalism and a drive to enhance productivity and the overall client experience.
What I love most about my role is the opportunity to build meaningful relationships with both clients and colleagues. I take pride in creating an environment where clients feel valued, cared for, and confident in the support they receive. Helping people navigate their financial journey and being a consistent source of support motivates me every day.
Outside of work, I enjoy spending time with my family and exploring ways to unwind and recharge. Whether assisting clients, collaborating with my team, or finding balance in my personal life, I’m driven by a desire to make a lasting impact and bring value to everything I do.
Professional Credentials
Series 65 – Uniform Investment Advisor Law Exam