Courtney has been with the team since 2005. As the Director of Client Services, she oversees the daily operations and marketing for our team. Her primary responsibility is to ensure our clients receive world-class service. She holds series 6, 7, 63, and 65 securities registrations and holds life insurance and vairable products across multiple states also. When she is not working you will find her with her husband and 2 teens. In her downtime, she enjoys listening to books, relaxing by the pool, traveling, and camping with family and friends.