For over a decade, Courtney has focused on understanding and developing the skills to be a successful financial planner. Starting in the banking industry and making her way over to the independent channel, Courtney has found her passion in helping clients create holistic success within their lives through proper comprehensive financial planning strategies.

As a Certified Financial Planning (CFP^®) and Chartered Life Underwriter (CLU^®), Courtney plans to obtain more designations through the next few years. Continuing education is extremely important in finding solutions and capturing opportunities for maximizing net worth and managing potential risks. Education ensures our team can be your go to resource in understanding the ever-changing financial markets and having confidence in our advice.

Courtney is excited to implement her strategies within Statera Financial Planners and provide the guidance deserved in ensuring your path is one of stability and peace of mind. She believes planning is the key element to accumulating and preserving wealth while you experience each stage of life. For both individuals and businesses, your definition of success is the focused objective and the crucial consideration.

Outside of the office you can find Courtney doing an array of activities; from her involvement in soccer and volleyball, to hiking, camping, traveling and photography, she is a lover of all things outdoor and adventure based.