
SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement
June 19, 2026
Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...


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.
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June 19, 2026
Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...

June 11, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...

June 10, 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...