Courtney has been in the financial services industry since 1993. In that time, she’s held several positions at Citizens and Southern Bank in Charleston, South Carolina, Rauscher Pierce Refsnes in Dallas, Texas, and RBC Wealth Management.
As complex director, Courtney’s goal is to make the Texas Complex the best place for financial advisors to call home in the Texas north market. She aims to offer financial advisors and their clients the resources they need to achieve their dreams and aspirations.
Courtney is a CERTIFIED FINANCIAL PLANNER™ and passed the Series 7, 9, 10, 63 and 65 exams. Additionally, Courtney holds a BBA in marketing and an MBA from Southern Methodist University and is a graduate of the SIFMA: Securities Industry Institute at The Wharton School – University of Pennsylvania.
Courtney and her husband, Brad, recently moved from San Antonio back to Dallas, and are excited to be back after 25 years. They have a daughter, Mollie, who is in college. When they are all together, they enjoy playing cards at restaurants while they wait for dinner. In her spare time, Courtney likes to run/jog, walk with friends, take barre classes, spend time with friends and family, and travel to new locales as well as to Colorado for hiking and fishing.
