Courtney Alcock has over 12 years of experience in the financial services industry and specializes in creating comprehensive, personalized financial plans that reflect each client’s goals and values. This lays the groundwork for her holistic approach to wealth and risk management that focuses on what truly matters and builds strategies that support long-term success and financial confidence. For Courtney, it’s about crafting a plan that fits you, not fitting you into a pre-made one.

She believes aligning objectives goes far beyond choosing the right product for a client’s needs. It’s about creating balance between opportunity and protection, ensuring every part of a financial plan works together seamlessly. Courtney helps clients understand their plans clearly and adapt them as life evolves—building a roadmap that’s cohesive, flexible, and designed for longevity.

Known for making complex financial topics approachable and easy to understand, Courtney values lasting relationships built on trust, collaboration, and open communication. She also works closely with clients’ other professional partners to ensure a unified approach. Whether clients are accumulating assets, preparing for retirement, or looking to preserving a legacy, Courtney provides thoughtful, personalized guidance to help them navigate life’s financial complexities. Everyone is unique and deserves a design that is tailored to them.

Outside of work, Courtney enjoys staying active and connecting with the outdoors. You’ll often find her hiking or camping—with a camera in hand—capturing scenery that inspires her. She’s also an avid soccer, volleyball, and pickleball player, appreciating the teamwork, focus, and balance these activities bring—qualities she mirrors in her professional life.