Client Service Specialist
Courtney started her career in the financial services industry in 2002 where she discovered a passion for educating and assisting clients in reaching their retirement goals. Courtney’s adaptive nature allows her to tackle every situation with a calm and collected manner while providing excellent service to her clients. Courtney grew up in a suburb of Columbus, Ohio and went on to earn a Bachelor’s of Art in Sociology from The Ohio State University. Outside of the office Courtney enjoys spending time with her family of four, reading, and volunteering for a variety of causes through VolunteerMatch.