Tiffany A. Rockstroh
Partner, CRI Advisors, LLC | President, Preferred Legacy National Trust Bank, LLC
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Tiffany serves as President of Preferred Legacy National Trust Bank, the trust and estate administration wing belonging to the CRI Family of Companies, where she leads with vision, compassion, and a steadfast commitment to helping families preserve and grow their legacies. Under her leadership, the trust bank fulfills its mission to be the preferred source of knowledge and independent trustee services, guiding families with integrity, strategic solutions, and respect for the principles of stewardship.
With more than 25 years in the financial industry, Tiffany began her career in 1999 as a turnaround specialist, revitalizing underperforming branches before moving into private banking, where she built strong relationships with high-net-worth clients and grew her division into a profitable hub.
Today, she provides direct leadership across the bank’s Trust, Bank Advisory, and Retirement Services divisions, ensuring clients experience an integrated approach to legacy planning. Guided by the trust bank’s vision—“to be the preferred legacy experts for you”—and its core values of kindness, caring, and compassion, Tiffany ensures every client interaction reflects The Preferred Way.
Known for her relational approach, Tiffany goes beyond administering trusts to build lifelong partnerships with families, ensuring their values—not just their assets—are preserved. She brings creativity to a traditionally rigid industry, makes complex issues approachable, and balances strength with empathy to help families navigate even the most challenging dynamics.
Years of Experience
26
Education
Malone University, Bachelor’s
Professional & Civic Leadership
Jackson Township Rotary – Board Member
Professional Credentials
Certified Trust and Fiducary Advisor (CTFA)
Awards
2025 Rotarian of the Year
2023 Certificate of Excellence Award – Jackson Rotary
2022 Excellence Award from National Sales and Marketing Executive
2016 Outstanding Performance Award – Home Savings Bank
2008 Rotarian of the Year Award – Jackson Rotary
2008 Values in Practice VIP Award – National City Bank
2002 National Excellence Award – National City Bank
