Before being promoted to Associate Advisor in May 2026, Courtney spent seven years serving clients as a Senior Client Service Manager, building strong relationships and delivering a high level of personalized support.

After becoming a CERTIFIED FINANCIAL PLANNER® professional in May 2026, Courtney transitioned into an advisory role and is excited to continue providing exceptional guidance and service to clients as they pursue their financial goals.

A St. Louis native, Courtney graduated from Lindenwood University in 2017 with a degree in Corporate Communications. Outside the office, Courtney enjoys exploring new coffee shops and restaurants around town and spending time with family, friends, and her Bernese Mountain Dog, Hank.

• CERTIFIED FINANCIAL PLANNER®