Courtney Hoffman
Courtney Hoffman, CFP®, AAMS® Financial Advisor

Courtney played an integral role in three companies’ financial futures as a chief financial officer for nine years. Now, she’s applying her well-honed financial management skills in clients’ lives as a financial advisor for The Suchy Team of Raymond James. A natural communicator, she jumped at the chance to create custom goal plans for people and help them with all of the details of their financial lives.

Courtney has served as CFO to startup Soma Access Systems, Wetsco and MD MedTech, giving her broad expertise in the manufacturing and medical equipment fields. As a managing shareholder and CFO of MD MedTech from 2016 to 2018, she was responsible for all the financial activities of the company as well as the overall strategic direction as part of its executive management team. She joined Raymond James in February 2018 and earned the designation of Accredited Asset Management SpecialistSM. She became a CERTIFIED FINANCIAL PLANNER™ professional in 2021.

The Tulsa native earned a bachelor’s degree in business administration – accounting from Oklahoma State University. A member of the Bixby Chamber of Commerce, she was also selected for Leadership Bixby (Class XVII) and is an alum of Kappa Alpha Theta.

Courtney is a foodie, travel buff and sports fan. When she’s away from the office, she enjoys cheering on her alma mater, the OKC Thunder and all of her kids’ sports. She and her husband, Jonathan, have three children.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.