Tiffany Kirgan entered the financial services industry in 1996 after earning a Bachelor of Science degree from the University of Texas at Tyler. Guided by a love of learning and a commitment to her clients’ success, she is a CERTIFIED FINANCIAL PLANNER™ practitioner who also holds the Chartered Advisor in Philanthropy (CAP®), Chartered Life Underwriter (CLU®) designations as well as a Masters in Business Administration (MBA).  In addition to advancing her own education, Tiffany has facilitated CAP® courses in Dallas and Tyler, helping other professionals deepen their expertise in philanthropy. She is a graduate of Leadership Tyler Class 23, Leadership Texas Class of 2018, and is an active member of the National Association of Insurance and Financial Advisers and the East Texas Estate Planning Council.

As a partner in Capital 5 Family Wealth, Tiffany works with multigenerational family businesses, closely held corporations, and successful professionals to align investment management with long-term goals. Her practice is rooted in the intentional development of five forms of capital—human, intellectual, social, financial, and spiritual—recognizing that true wealth extends far beyond balance sheets. Tiffany helps first-generation wealth creators design strategies that provide both structure and flexibility for their families, while also guiding second- and third-generation wealth inheritors as they navigate their new responsibilities.

By blending investment management, succession planning, wealth transfer strategies, and philanthropic vision, Tiffany helps families cultivate legacies that endure—perpetuating not only financial resources but also values, relationships, and impact across generations.