Aug 01, 2023 12:00 PM
Tiffany Rockstroh and David Hall
Preferred Legacy Trust Company

Tiffany Rockstroh
President of The Preferred Legacy Trust Company

Tiffany Rockstroh started her career in the financial industry in 1999, where she developed a knack as a branch turnaround specialist, turning non-producing branches into profitable sales machines. Her nonstop attitude allowed her to break into various high net-worth client markets, which allowed her to easily step into her next role of Private Banker, in multiple markets in Northeast Ohio. In August of 2010, she eagerly accepted the position to lead and develop Private Banking for a small turn-around bank. During the seven years as Director of Private Banking, she grew her private banking department into a profitable center for the bank, adding more than $700K to the bottom line of the bank.

Her most recent role as President for Preferred Legacy Trust Company has allowed her to focus on what she does best, servicing her clients. Her team works for clients as a conduit to their financial partners. Generally, they work with high net-worth clients to simplify their everyday life. They take into consideration the clients' full balance sheet while working to increase their wealth and helping them to mitigate their way through the red tape of finance. Her team places the focus on service, and their motto is: life is tough, finances shouldn't be.

Tiffany is actively involved in her local community and currently is a member of the Women’s Impact Group and the treasurer of the Jackson Township Rotary Club and a two term Past President for the Jackson Township Rotary Club.

David Hall
Vice President, Investment Strategist & Banking Officer

David has over 32 years of experience in the banking industry, having worked for both regional and community banks, covering various financial service positions. For more than 20 years, he has been developing solid relationships with high-income and high-net-worth individuals and families to provide financial advice and service on their investments, deposits, and lending needs. David works with his clients to provide financial services including but not limited to: financial planning, estate planning, risk management, and independent advice on loan and deposit placement. David will help simplify your financial life by utilizing his extensive work experience and network of financial providers.

David has been active in his community, having served on numerous community and non-profit boards over his career. His current focus is serving as a board director for the Rotary Club of Akron.

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