Background and Experience
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.
Away from the Office
Away from work, Courtney enjoys exploring new restaurants, testing out new recipes, and spending quality time with family and friends. She and her husband, Tyler, also share a love of live music and enjoy attending concerts both locally and while traveling. Her greatest joy, however, comes from being with Tyler, their son, Cal, and their beloved dog, Luna.
