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Courtney brings with her a diverse professional background and strong desire to help clients.  She began her corporate career in banking and financial services in Chicago, served as a conversion partner for bank mergers and acquisitions, assisted clients with business accounts, loan processes and managed the development and implementation of operations and technological projects. Courtney also led a voluntary fund development employee assistance program.

As a paraplanner, Courtney enjoys building and maintaining strong relationships with existing and new clients.  She assists clients by gathering, reviewing, analyzing data, and developing strategies to help create personalized financial plans tailored to clients’ specific retirement and financial goals.

Courtney holds a Bachelor of Science Degree in Finance from Northeastern Illinois University and has earned her Financial Planner Qualified Professional (FPQP) designation.

Courtney enjoys reading, hiking, musical theater, planning for family events and is immensely involved with her children’s school and extracurricular activities.   Courtney and her husband have four young children, a chocolate Labrador and Siberian Huskey.  They enjoy road trips and regular visits to Chicago and Myrtle Beach where they spend time with family and friends.