Meet Courtney
Courtney is a Wealth Advisor based in Portland, Oregon. She joined Mercer Advisors in 2023 after serving nearly eight years at Vision Capital Management. Courtney began her career in wealth management in 2008. She is a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® practitioner. She also earned a B.A. degree from Vassar College with a major in environmental studies. Courtney finds motivation in helping people align their financial lives with who they are at their core.
Courtney’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Courtney has focused experience in these areas:
- Supporting women entrepreneurs navigating ownership, growth, and personal wealth
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Courtney is her clients’ partner and advocate, helping inform them of their options along the way. Her style is collaborative, thoughtful, and deeply connected. Her mission is to always provide a safe and comfortable space for clients to learn, grow, and thrive.
Courtney in real life
What keeps you busy outside of work?
I enjoy golfing as much as possible, supporting women’s sports (especially the Portland Thorns), connecting with friends and family, travelling, and adventuring with Sophia, my sweet and spirited Wire Fox Terrier.
What are your favorite things about the Pacific Northwest?
I love the Pacific Northwest and our rich connection to nature, whether it’s dense forests, the Columbia River Gorge, the mountains, or the Oregon Coast.
Any words you try to live by?
My goal is to always show up as my authentic self and create space for others to do the same. I meditate daily and find this practice to be an incredible source of growth and joy.
Courtney’s snapshots
The Forbes ranking America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, 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.
The Forbes ranking America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ 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.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Courtney’s Teammates
Mary Hamshou
Sr. Manager, Client Service
What Courtney Says
Mary is my rock. Her experience and knowledge of the industry and sincere care for clients allow me to be fully present in the deeper work with clients.
Karrie Spencer
Managing Partner
What Courtney Says
Karrie is by far the best leader I’ve ever worked for. She sees me as a whole human and encourages me to lean into my individual gifts, providing space for my growth as both a professional and a human.
Articles by Courtney
Navigating a Layoff With Clarity and Confidence
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