Courtney has been with the team since 2005. As the Practice Operations Coordinator, 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, 63, and 65 securities registrations and is a Registered Administrative Assistant. 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.