Greensboro, NC | 336-230-1811
Courtney is an advisor in our Greensboro office where she enjoys serving clients who include (but are not limited to) business owners and women-in-transition. Courtney came to SFG in 2015, after a break to start a family and has enjoyed gradually growing her business. Her experience prior to her break included 10 years advising clients in the investment, banking and insurance industries; a very active volunteer life in the community, with leadership roles in the Junior League (President, Treasurer, Fundraising Chair); other leadership training (graduate of Leadership Greensboro, Moore County Leadership Institute) and various roles in her church. Courtney enjoys helping clients make educated decisions about their financial outlook, based upon their current situation, to achieve the work/life balance that they desire.
BA – Economics, University of North Carolina-Chapel Hill
CEPA (Certified Exit Planning Advisor)
Prior Registrations with the NASD (predecessor to FINRA) and NC Life and Insurance