Courtney joined Personal Wealth Partners in 2014, bringing 15 years of experience in the financial services industry. Her various roles have encompassed several responsibilities although she has primarily focused on client service, trading, and operations.
As Project Manager, she provides compliance, communications, trading and operations support to the team. She prides herself on providing excellent client service and believes that her strengths lie in her ability to create and execute efficient processes and operational strategies to best serve both clients and the firm.
Courtney earned her Finance Bachelor of Science Business degree from the University of Minnesota’s Carlson School of Management and holds the FINRA/NASAA Series 7 and 66 Licenses with LPL Financial.
Originally from southeastern Wisconsin, Courtney is an enthusiastic Green Bay Packers fan and loves watching sports of all kinds. She also loves to travel, most frequently to Las Vegas to visit her nieces, and will plan anyone’s trip to Disney World just for fun.