As Director of Client Services, Courtney brings over 20 years of experience in the financial services industry, having started her career in 2005. She holds Series 6, 7, 63, and 65 licenses, along with life and health insurance licenses. She works closely with each advisor to implement strategic financial plans tailored to their clients’ needs. She collaborates with product and strategic partners to identify the right solutions, ensuring that monthly income distributions are accurate, beneficiaries are properly designated, and estate and legacy planning strategies are executed effectively.
Outside the office she's a proud spouse and parent to two adult children. They love spending time outdoors-whether it's camping in the mountains, exploring the sand dunes, or relaxing at the beach. She is also a dedicated Pre Barre enthusiast with over 400 classes under her belt.