It is in my nature to integrate high quality service into the work I do for our clients. With over 20+ years of customer service experience, I have learned that customer service is not a department it’s an attitude. I strive to provide all with a positive and friendly attitude.

Courtney is originally from Texas and has called Tucson, AZ home for over 20 years. She holds a BA in Business Administration and entered the finance world in 2019. In 2020, Courtney received her Financial Paraplanner Qualified Professional™ designation from the College of Financial Planning.

She loves spending time with her daughter, Kenzie and partner Eric. They love to hike, practice yoga, watch Netflix and are all Tucson Foodies.