As a CERTIFIED FINANCIAL PLANNER™ and financial advisor, Courtney takes the lead in introducing all our clients to our many software tools, as well as gathering information for financial plans, and providing financial planning advice to clients. In addition to being the third CFP® on our team, Courtney is also a Certified Student Loan Professional, assisting clients navigate the intricate rules of student loans.
Courtney has a B.S. in Financial Economics from the University of Maryland, Baltimore County, and is an active member of the XY Planning Network and the National Association of Personal Financial Advisors. She lives with her partner and two adorable dogs in Miami.