We are excited to announce that our team member Courtney has completed the education, testing, and registration requirements to become an Investment advisor representative of Gallant Financial Planning. With this promotion from Paraplanner to Advisor, Courtney meets the requirements of securities regulators to offer financial advice.
Since she joined us in her junior year of college almost 5 years ago, Courtney has been an integral part of enhancing client services - from working with clients on cash flow and budgeting to student loan repayment strategies to introducing clients to our suite of software tools and features to answering questions about data gathering. Over the next year, she'll continue to expand her responsibilities for onboarding new clients and introducing them to our services as well as preparing financial planning reports for clients.
In her spare time, Courtney continues her studies for becoming a Certified Financial Planner.
Please join me in congratulating Courtney on her hard work!