Courtney helps clients meet their long-term financial goals while forming personal, lasting relationships with those she works with. Courtney focuses on retirement planning, tax strategies, and the coordination of estate planning with investments. She puts an emphasis on lifelong learning and is passionate about financial literacy for the next generation of clients.

Courtney is a proud native of Charlotte and currently lives in the South Park area. She is a Virginia Tech alumna and played on the varsity women’s soccer team during her four years. She enjoys playing golf with her husband, Maclain, and spending time with her corgi, Pippa. Her other hobbies include photography, hiking national parks, and relaxing at the lake.