Tiffany VanHook

Financial Advisor

Tiffany VanHook is a financial advisor in Allworth’s Indianapolis, Indiana, office. With more than 20 years of industry experience, she has extensive knowledge of retirement and cash flow planning, investment strategies, education funding, and insurance and estate planning. Prior to Allworth, Tiffany served as a Vice President—Client Solutions at Sheaff Brock Investment Advisors, which merged with Allworth in 2025. She started her career at AYCO, a Goldman Sachs Company, where she helped non-retired widows and widowers develop legal and financial restructuring plans.

Earning her bachelor’s degree from Baylor University, Tiffany also holds a law degree from Baylor School of Law in Waco, Texas. In her spare time, she enjoys traveling with her son and has a passion for rescuing senior dogs. Tiffany is also a retired competitive gymnast, coach, and judge.

My process is both comprehensive and highly personalized. It begins with in-depth conversations designed to uncover not only each client’s financial goals, but also the values, family dynamics, and long-term vision behind them. I take a holistic approach, evaluating every aspect of their financial life—from current assets and liabilities to lifestyle priorities and legacy aspirations.

From here, I leverage my deep expertise of advanced planning strategies to develop an integrated plan that addresses investment management, estate and legacy planning, tax strategy, philanthropic planning, risk management, and often even family governance and succession planning. It’s a carefully tailored plan designed to evolve with each client as their life and priorities change.

I’m driven by the opportunity to build long-term relationships with individuals and families—serving as a trusted advisor through life’s major transitions and milestones. I also find great satisfaction in the intellectual challenge of designing personalized strategies that align tax considerations, investment goals, estate planning, and lifestyle needs. For me, it’s about bringing clarity and structure to complexity while staying deeply connected to what matters most to each client.

I enjoy developing long-term relationships with my clients, becoming a key advisor through major life events.

Latest Insights


When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

Read more
‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth

Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …

Read more
8 Wealth Preservation Strategies for High-Net-Worth Investors

In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …

Read more