Headshot of Tiffany Irving

Tiffany Irving, CFP®, CEPA®

I joined Mesirow as a Wealth Advisor because I wanted to grow my practice with a firm that has a differentiated approach, a boutique feel, and puts its clients first.

Insights from Tiffany

Why were you looking to leave your old firm?

I was looking to shift away from a large bank back into a boutique wealth management firm where I could grow my book of business and focus on what I do best — comprehensive wealth planning and investment management.

What made you consider Mesirow?

Mesirow offers a platform for individual growth along with a client-first focus mentality, a strong reputation and an innovative culture. 

Now that you’ve been here for awhile, have your expectations been met?

Mesirow’s commitment to what I call the 3C’s — clients, community & culture — has met my expectations. The firm demonstrates a strong commitment to its people. 

What is your favorite part of working at Mesirow?

Mesirow's entrepreneurial spirit. The firm seeks to help its employees grow and achieve personal success.  And it’s not just the firm, it’s the people. This is an employee-owned firm, that invests the success of each other.

What would your advice be to other advisors looking to make a change?

Build your business plan — what does your ideal practice look like? Define what you expect from an organization you may be considering. Find a firm that meets (and hopefully exceeds) your criteria and supports your growth.

Why should those advisors consider Mesirow?

There is a special culture at Mesirow. People come first. The firm invests in its people, in its products and services, and gives back to the communities we serve. As advisors, we do the same — we invest in each other, we share best practices, we collaborate, we contribute to the growth of our businesses, and we give back.

If you want to grow your business with the support of a mid-size firm (and the resources it offers) that has differentiated approach, a boutique feel, and puts its clients first — then Mesirow may be a great fit!

Want to learn more about working at Mesirow?