“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 Truepoint wealth advisor, Courtney helps clients feel confident about their financial matters. She sees herself as their guide through years of financial decision-making, keeping them organized and informed, and she enjoys watching them accomplish their dreams. As Truepoint’s Director of Client Relations, Courtney leads the firm’s wealth advisor team, ensuring that clients have the best possible experiences with Truepoint and that their interactions are meaningful, helpful, and consistent across team members and the firm. She also acts as a coach to her fellow team members and strives to foster a culture of professional development and growth. Courtney’s role on the firm’s management team also affords her the opportunity to shape Truepoint’s long-term strategic plan.
Outside of work, Courtney enjoys spending time with friends and family, as well as hiking in the great outdoors—the more miles, the better. Her beloved Kindle is always full of books, and her pantry is always stocked with chocolate chips, ready for the next spontaneous batch of late-night cookies.
Specialties: budgeting, client service, coaching and mentoring, financial planning amidst a crisis, organizing a messy financial life, team building