As part of our dedicated financial services team, Courtney's responsibilities will be centered around client services; such as account research, client meetings, and assisting clients with mutual fund and equity orders. After receiving a degree in Accounting and Finance from Cedarville University in Ohio in 2009, Courtney began her career in the investment and financial planning industry, where she has remained for several years. Now, armed with her Series 7 and Series 66 licenses and Pennsylvania Life Insurance License, along with becoming a CERTIFIED FINANCIAL PLANNER™ professional in 2013, Courtney strives to help clients set, achieve, and maintain their financial goals. Her passion is providing quality service and making a difference in her clients' lives by partnering with them in their financial decisions.
Originally from Troy, Pennsylvania, Courtney continues to reside there with her husband, David.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.