ABOUT | Wealth Engagement

Tiffany Kent
Certified Financial Planner ™
Tiffany@Wealthengagement.com

Meet The Team

Tiffany Kent,

Certified Financial Planner ™

Tiffany Kent is the founder of Wealth Engagement LLC, an independent investment management and financial planning firm. With over 25 years of experience as a Wall Street equity research analyst and portfolio manager at esteemed institutions such as Goldman Sachs and Alliance Bernstein, Tiffany has established herself as a trusted figure in the industry. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP) with a deep commitment to empowering individuals, particularly women and those navigating significant life transitions.

Tiffany holds a Bachelor's degree in Economics from the University of California, Berkeley, and an MBA from Harvard Business School.

Richard Lurie,

Chief Compliance Officer

Richard Lurie is a seasoned Information Technology professional with 40 years of industry experience, including over 25 years at IBM and 15 years in the IT research sector. He currently serves as the Chief Compliance Officer at Wealth Engagement LLC.

Richard holds an MBA in Marketing from Harvard Business School (1964-1966) and a Bachelor of Science in Mechanical Engineering from Purdue University (1960-1964), where he also served as President of the Interfraternity Council.

His extensive experience and educational background make him a pivotal asset in navigating the complex regulatory environment of financial services.

Jami Barkley,

ChFC® EA, Tax Specialist

Jami Barkley brings over 15 years of experience in tax planning, supported by both formal education and advanced financial planning designations. She earned her accounting degree from the University of Georgia and began her career in accounting before stepping into her most rewarding role—raising and homeschooling her two daughters, walking alongside them through high school and now beyond college.

In 2010, Jami launched her own tax planning practice, where she has continued to build expertise and serve clients with care. Along the way, she earned the Enrolled Agent and Chartered Financial Consultant designations, and she is now pursuing the Certified Financial Planner (CFP®) credential as the next step in her professional journey.

Jami has extensive experience preparing tax returns for clients, but more importantly, she is an expert in the behind-the-scenes tax planning that helps clients lower their “lifetime tax bill.” She also has a unique ability to merge the worlds of financial planning and tax strategy, as she holds designations for both and continues to expand her expertise.