Courtney works to build strong relationships with clients through asset transfers and all things administrative. She oversees daily account maintenance and money movement alongside our team and clients. Courtney has over 15 years of experience in client relations and is a notary public. She attended Ohio University and is a native of Loveland, OH.
Courtney loves spending time with her 3 very active children. When she is not busy being their chauffeur, she enjoys travel, exercise, and documentaries. Courtney is also a self-professed foodie and a long-time suffering Bengals fan.