About Courtney
Courtney helps with onboarding new Retirement Plan Services clients, preparing and scheduling plan reviews, transferring and allocating client funds, communicating with the trade team, corresponding with clients, and addressing other account inquiries.
Courtney has worked in retirement planning for eight years. She began her career with a large 401(k) provider, where she worked closely with plan participants, plan administrators, and financial advisors. She then started a business working directly with financial advisors to help service their plans. From compliance testing and plan design to employer contribution calculations, Courtney brings a wide range of experience to our Retirement Plan Services team.
Courtney lives Baldwin-Whitehall, PA, with her husband, son, and labradoodle. She enjoys watching sports, trying new foods, and relaxing at home.
Education and Professional Milestones
-SUNY Geneseo – bachelor’s degree
Courtney helps with onboarding new Retirement Plan Services clients, preparing and scheduling plan reviews, transferring and allocating client funds, communicating with the trade team, corresponding with clients, and addressing other account inquiries.
Courtney has worked in retirement planning for eight years. She began her career with a large 401(k) provider, where she worked closely with plan participants, plan administrators, and financial advisors. She then started a business working directly with financial advisors to help service their plans. From compliance testing and plan design to employer contribution calculations, Courtney brings a wide range of experience to our Retirement Plan Services team.
Courtney lives Baldwin-Whitehall, PA, with her husband, son, and labradoodle. She enjoys watching sports, trying new foods, and relaxing at home.
Education and Professional Milestones
-SUNY Geneseo – bachelor’s degree