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Tiffany B. Ballard, MSPFP, CFP®, AIF®

NAPFA-Registered Financial Advisor
President & Principal, Bergland Wealth Management, Inc.

“I literally grew up in the wealth management business.

“I come from a line of business owners like my daddy and his dad before him. Even as a child I remember visiting the office of my father’s firm, thinking how cool it was that dad owned a business. I always wanted to follow in his footsteps. So in college I majored in Entrepreneurship and Computer Technology.

“After college I joined the working world in another town. But two days after 9/11 we learned Mom had terminal cancer, so I moved back to Ridgeland so I could maximize the time I had left with my mother. Mom was a CPA and worked in the family business with Dad. She began needing help in the office, so I joined Bergland Wealth Management shortly upon returning to Mississippi. As her health declined, I dedicated more time to taking care of her.

Tiffany Ballard, Bergland Wealth Managment owner and President, has been with the firm 20 years.

“While visiting mom one day after she had moved to hospice, one of our clients dropped by to check on her. She had become so close with my mom that my mom gave her the most precious name, ‘Mama B.’ As Mama B talked with Mom, consoled her and tended to her, it struck me that the family business involved much more than just ‘customer’ and ‘client relationships.’ I realized the work that we do affects people’s lives; we affect them (and they affect us) in a manner unlike any work I’d done before. I had been with companies that did good work and served people, but this had deeper meaning. I saw first-hand how my mom and dad were having a tremendous impact on their clients lives. That’s when I discovered my calling as I, too, wanted to have a tremendous impact on people’s lives like my mom and dad were having.

“I officially joined the firm in 2002 and earned my CFP® designation, AIF® designation, and became an approved NAPFA-Registered Financial Advisor in 2007. The firm is also a member of the Fee-Only Network. As Dad started transitioning to an emeritus role, he began the process of passing the baton to me in 2019 by naming me President of the firm and then transferred full ownership of Bergland Wealth Management, Inc. to me in 2021.

“I’m so passionate about my calling in part due to one of the last lessons my mom taught me. She said, ‘Tiffany, take the time to make memories because that is all you have in the end.’ My mom passed at the age of 54. She didn’t get to retire. I love helping people find the balance of taking time to make memories while preparing for their retirement ‘just beyond the horizon’ and seeing their plan to the end.”

Tiffany and her husband, Scott love spoiling their dogs, Cooper & Jake by taking them paddle boarding, kayaking, and hiking.  Fortunately, Scott and Tiffany love those activities as well. When not spoiling their boys, Scott and Tiffany love to travel.  One of their favorite destinations thus far was the Holy Land (Israel & Jordan), which they toured in 2013 with their church family. Tiffany recalls, “I will forever remember the raw emotions and feeling that overwhelmed me when standing near the Garden of Gethsemane on the Mount of Olives as my gaze traveled down the Kidron Valley and back up to the Golden Gate of the Old Temple. That was an experience like none other.”