Courtney is an experienced Executive Assistant and Operations Manager with a strong background in the finance industry, supporting high-performing teams and executives over multiple years. She specializes in delivering exceptional customer service during the onboarding process, ensuring clients feel confident, informed, and supported from the start. She is highly skilled at leveraging technology to streamline workflows, improve efficiency, and manage requests with precision. Known for her ability to multitask in fast-paced environments, she approaches projects proactively and tackle challenges head-on, consistently driving results and maintaining a high standard of professionalism and organization.

She wears many hats—wife, mom, and professional—but her favorite role is being mom to Kooper (14) and twins Hattie and Etta (1). When she’s not keeping life running smoothly, she’s chasing sunshine and fresh air with her crew, whether that’s playing outside, staying active running, or cheering from the sidelines at baseball games. She believes life is best lived on the move, surrounded by family, a little chaos, and a lot of love.