PASSION: Fostering strong connections with clients, help them make informed financial choices, and serve as a reliable partner throughout their journey.
ROLE: Provides comprehensive support in delivering tailored financial planning and investment advice that addresses our clients’ goals and aspirations.
INDUSTRY EXPERIENCE: 9 years
EDUCATION: Courtney graduated from Auburn University, earning her Bachelor of Science in Marketing. Additionally, she holds the CERTIFIED FINANCIAL PLANNER™ designation.
HOBBIES: I enjoy exploring all the great adventures Colorado has to offer with my family – hiking, skiing and being in nature. We also love traveling to see family in England, Alabama and Texas. My husband is a great cook, so I love being his ‘sous-chef’ in making meals for our family.
As a Client Wealth Coordinator, Courtney works alongside your Client Wealth Strategist to deliver holistic investment and financial planning advice. We’ll craft a personalized wealth management strategy that brings together investments, tax planning, estate planning, trusts, and insurance—aligned with your values, financial goals, and outlook on life. Prior to joining Destiny Capital in 2025, Courtney worked for a nationally recognized RIA in Houston, TX.
