Designations and Licenses

Courtney is a CERTIFIED FINANCIAL PLANNER™ professional. 

Experience and Education

Courtney provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining the firm, she worked as an investment advisor for Callahan Advisors LLC. Prior to that, she served as a client service associate and office manager for 5151 Advisors LLC.

Courtney has a bachelor’s degree in marketing from Auburn University.

Personal Interests

In her free time, Courtney enjoys traveling with her husband and cooking.