“True wealth management is a coordinated effort to bring all areas of one’s financial life into focus. Truepoint does that with a team of professionals covering areas such as investments, taxes, estate planning, risk management, legacy planning, cash flow management and budgeting. And we deliver this service in the most friendly, approachable and understandable way possible.”
As a wealth advisor, Courtney serves as the point person leading a team of Truepoint specialists as they seamlessly combine their expertise to develop recommendations and plans that will accomplish her clients’ goals. “I’m passionate about helping clients understand the power of their financial resources. With solid planning, there can often be enough to cover needs and wants, as well as provide for significant good in the world. Good decisions made over the course of a lifetime can yield incredible results!”
Courtney is a magna cum laude graduate of the University of Notre Dame, earning both bachelor’s and master’s degrees in accountancy. She is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Courtney serves as financial aid coordinator for the Notre Dame Alumni Club of Greater Cincinnati and is a tutor at Silverton Paideia Academy. She enjoys Pilates and travel, and is a member of St. Xavier Parish.