Courtney joined our practice in 2022 and currently serves as a Financial Advisor. In this role, she works directly with clients to develop personalized financial strategies and provides ongoing support as they work toward achieving their financial goals.
Courtney earned her Bachelor of Science degree with a Marketing concentration from Towson University in 2016. She holds a Maryland Life and Health license, as well as Series 7 and 66 securities registrations.
Courtney lives in Annapolis, MD with her husband, Cambel, their son, Caleb, and their dog, Carlton. Her interests include traveling, reading, and spending time outdoors hiking and paddle boarding.