Courtney joined the team at Church Street Financial in 2015 after graduating with honors from Sam Houston State University, earning a BBA degree in Finance and Banking and Financial Institutions with a minor concentration in Accounting. She is a CERTIFIED FINANCIAL PLANNER™ and holds her Series 7, 63 and 66 securities registrations as well as the Chartered Retirement Planning Counselor SM designation.
Courtney works with clients to provide advisement and in-depth planning for their financial needs and goals. She is passionate about helping clients through every stage of their financial journey. Both she and her husband’s families have resided in Polk County for years. They have two young daughters that keep them full of life and on their toes.
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”