Courtney joined SFG in 2015 as a part-time Financial Planning Associate, transitioning back into the financial world, following a break to start a family. Her prior experience includes ten 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 local church. She will be applying her multitasking skills to 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
• Prior Registrations with the NASD (predecessor to FINRA) and NC Life and Insurance
I live in Greensboro with my husband, twin sons and two Yorkie mixes. I enjoy a nice long run, teaching fitness classes, tennis, traveling and cheering for my Tarheels!!