Courtney has been in the financial services industry since 2018. Prior to joining the team in 2023, she worked as a Senior Financial Relationship Advisor at the Wells Fargo Advisors home office, serving high-net-worth, self-directed clients. She is passionate about helping clients feel confident in their financial decisions and believes strong relationships are key to long-term success. Courtney earned her B.S.B.A. in Finance from the University of Central Missouri and holds her FINRA Series 7 and 66 licenses.
Courtney M. Kalist
Practice Director
