Courtney Barnes, CSLP®

Courtney Barnes, CSLP®

Financial Planning Advisor

As a financial planning advisor, Courtney takes the lead in introducing clients to our software tools and gathering information for developing financial plans. She's a Certified Student Loan Professional, assisting clients navigate the intricate rules of student loans, and an Investment Advisory Representative. Courtney studying to become a Certified Financial Planner through The American College. She has a B.S. in Financial Economics from the University of Maryland, Baltimore County. Courtney is a member of the XY Planning Network. She lives with her partner and two adorable dogs in Miami.