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As an Associate Wealth Planner and Senior Private Client Service Associate, Courtney uses analytical tools and analysis to ensure that financial plans are documented and achievable. Her goal is to help communicate this to the advisors and the clients we serve. She continually reviews investment portfolios to confirm they remain in alignment with long-term strategic objectives. Additionally, she reviews plan progress over time and works with advisors to help monitor, implement, and communicate that progress to ensure families feel confident in all aspects of their financial life.
Courtney enjoys making a positive difference in someone’s day. Life is complicated enough; if work can assuage some concern or free up time in a client or co-worker’s day, she’ll do whatever she can to make that happen.
Courtney is a naturally inquisitive person and loves learning about people and the world at large. She believes that curiosity allows us to continue exploring and growing. As technology and the financial industry continue to evolve, our team’s inquisitiveness allows us to continue making relevant decisions with our clients’ best interests in mind.
Courtney embraces continuous learning and looks forward to adding the CFP designation to her list of credentials. She has already earned a Certificate of Financial Planning from Boston University and has a bachelor’s degree from New York University.
Photographs of my family, friends and travels.
“Be a Rainbow in somebody else’s cloud” - Dr. Maya Angelou
I enjoy travelling to unfamiliar places to experience new cultures and cuisines. I love going to museums, reading, listening to comedy/ true crime podcasts, yoga, running, skiing, and spending time with my friends, family, and dogs.