Courtney Steckiel has a heart for helping others, so it is only natural for her to give 100% of her attention and commitment to people who come to her for financial planning. Since graduating from Cedarville University in 2009 with a B.A. in accounting/finance, Courtney continued to build on her education, earning her Series 7 and Series 66 licenses, as well as her PA Life Insurance license so she can better serve her clients and offer them expert advice on their journey to financial stability. Her biggest accomplishment - as Courtney will tell you – is getting her CFP® certification, which she proudly achieved in September 2013.
The quaint town of Troy, where she was born and raised, is where Courtney is settled with her husband David and their newborn daughter, Emery Rayne. She is very involved in her church and is passionate about the health and well-being of those around her, especially family and friends.
Courtney lives by her faith which is evident by her actions. Her reliable, hard-working ethics shine when servicing her clients’ financial needs, regardless of whether she is opening an account for someone new or adjusting an existing plan of a long-familiar client. Her loyalty at JP Financial overflows into her personal life, as she devotes her days off to quality time with family and friends - traveling, going on Jeep rides, and sitting around a campfire.
Courtney has a passion for providing quality service that makes a difference in her client’s lives. Call the JP Financial office to speak with her about your financial goals today.
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.