Courtney is passionate about supporting clients to achieve their financial goals and enjoys simplifying complex topics and ideas. She looks at an issue or question from the perspective of the client. This allows clients to quickly feel at ease knowing they are working with a team of people they can trust and who will prioritize their best interests.
Courtney joined Fi3 in October 2018 as Associate Advisor. 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 as well as assisting with the implementation of these various financial planning recommendations. At Fi3, she will collaborate with advisors to prepare for client meetings, facilitate implementation of follow-up items, address client questions, and proactively find solutions to benefit Fi3’s families.
She advanced her tax knowledge and background as a Wealth Manager at Column Capital Wealth Management. She also spent more than 11 years at Oxford Financial Group, Ltd., as a Client Service Specialist and later Client Service Manager, where she served as a liaison between clients and their team of advisors.
Originally from northern Indiana, Courtney earned her Bachelor of Science in Financial Planning and Counseling at Purdue University. She is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the FINRA Series 65 license.
Courtney and her husband, Jared, have four children, whose school and sporting activities keep the family busy. She also enjoys traveling and spending time with family.