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Courtney Barnes, CSLP®

Courtney Barnes, CSLP®

Planning Associate

As a planning associate, Courtney prepares spending plans for clients, conducts research on financial topics, and works with clients during the on boarding process helping them navigate our many software tools and gathering data for developing financial plans. In addition, Courtney is a Certified Student Loan Professional, assisting clients navigate the intricate rules of student loans. She is enrolled in Certified Financial Planning coursework at 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.