After interning with us last summer, Courtney is now our newest employee and continues providing her energy and enthusiasm for finance to the high-level services we provide to our clients. Using skills gained from academia and prior work experience, she will providing support to senior advisors relating to financial planning projects.
Courtney enjoys learning about the financial planning process and what it takes to build trusting and effective relationships with clients so that she can pursue her interest in becoming a CERTIFIED FINANCIAL PLANNER™. As a student member of the Financial Planning Association, she hopes to take advantage of the resources provided to further enhance her learning. Courtney is a student affiliate of the National Association of Personal Financial Advisors and is registered with the CFP® Board to accrue her work experience towards the CFP® designation. Courtney is a senior at the University of Maryland Baltimore County (UMBC), studying financial economics with a minor in international economics. She enjoys spending time with her family, being outdoors, and getting lost in a good book.