Meet Courtney
Courtney began her career in wealth management in 2008, and she soon fell in love with helping people on such a personal level. She is passionate about supporting women in transition, especially those who are new to managing their own finances. Courtney goes deep with her clients, approaching them with empathy to create meaningful, lasting relationships. Her goal is to help clients better understand what’s important to them so they can make financial decisions in alignment with those values. Courtney graduated from Vassar College with a major in environmental studies. She lives in northeast Portland with her husband, her two stepchildren, and the family’s wire fox terrier, Sophia Rose. Courtney enjoys golf (as well as competition of any kind), the Oregon coast, craft beer, and cheering for the Portland Thorns and Timbers.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Articles by Courtney
Navigating a Layoff With Clarity and Confidence
Learn more
Ready to learn more?
Explore More
