In 2018, we were thrilled to add two talented professionals to the growing Fi3 Team – Courtney Laub and Allison Cornacchione.
Courtney joined in October 2018 as Associate Advisor. She collaborates with advisors to prepare for client meetings, facilitates implementation of follow-up items, addresses client questions, and proactively finds solutions to benefit Fi3’s families.
Courtney is passionate about supporting clients to achieve their financial goals and enjoys simplifying complex topics and ideas. She brings more than 12 years of experience to her role, which includes developing strategic recommendations for clients related to estate planning, retirement income needs, cash flow, and investment management.
Allison joined our team in September 2018 as Implementation and Client Service Specialist. She is responsible for managing Fi3’s custodial relationships and related activities. She also assists in elevating the client experience as it relates to oversight and execution of our portfolio accounting system, as well as many other projects supporting Fi3’s continued growth.
Allison spent 10 years working in the non-profit sector with Make-a-Wish (Ohio, Kentucky & Indiana). She is skilled in Operations and Management, and enjoys creating policies, standards, and procedures.
Courtney and Allison are an integral part of the Fi3 Team and we appreciate their service to our clients.