Ready to Join Courtney's A-Listers?

My best clients come from a diverse set of backgrounds, yet all have some commonalities.

They are hardworking, and their fight towards financial success is unwavering.

My best clients are transparent, appreciate my candor, and trust me with the details of their most important financial decisions.

Above all, they open their hearts, and I give them mine. The bond we build feels soul-deep, and I know that they will remain “family” for generations to come. If you can’t imagine grabbing a drink with me, we probably aren’t a good fit.

What's Next?

Let’s keep it simple. 

We’ll start with an introductory phone call. I want to learn about you and what led you to me. 

If you are in need of my services and I can add value to your life, we’ll schedule an initial consultation together at my office. During this consultation, we will build the foundation for planning for your tomorrow, together. 

Just click the button to get started.

Ready to Grab Your Introductory Call?


Just enter your information and I’ll be in touch as soon as possible.