Courtney Davis

Client Service Associate

Courtney provides attention to all aspects of client services and supports the team's advisors. She prepares proposals, creates reporting for client meetings, coordinates schedules and is often the first point of contact for clients.

A native of Traverse City, Courtney graduated from Northwestern Michigan College with an Associate of Applied Science in legal studies. Prior to joining the financial services industry, she worked as a legal assistant. She has two children, enjoys interior decorating and spends as much time as possible in the Michigan outdoors.