For someone who didn’t have a clue she’d end up in this business, Courtney sure found her calling. She’s fascinated by the psychology of money and is motivated to help her clients feel confident in making financial decisions. She also cares a lot about grammar and seems to be oddly at ease at networking events. Despite 5 knee surgeries, she loves playing just about every sport and hanging with Dexter, her Wire Fox Terrier.

DESIGNATIONS

• CFP®

PUBLICATIONS

• “In Search of Higher Ground,” Portland Business Journal, April 2015
• “Financial Fitness Challenge for You and Your Business,” Oregon Beer Growler, January 2015
• “I’ve Developed Thicker Skin,” Portland Business Journal, April 2013

ASSOCIATIONS

• Financial Planning Association of Oregon & SW Washington

CURRENT

• Board Member, Women’s Foundation of Oregon, 2017 to Present
• Founding Member, Ninety-Nine Girlfriends, 2016 to Present
• President, Vassar College Alumnae/i Club of Oregon, 2012 to Present

PAST

• Member, Oregon Forum, 2015 to 2017
• Event Committee, Oregon Community Foundation Women Give Event, 2015 to 2016
• President, Young Patrons Executive Committee, 2012 to 2016
• President, Ellevate Network Portland Chapter, 2014 to 2016
• Resource Committee, Meals on Wheels People, 2012 to 2015
• Executive Committee, De La Salle North Catholic High School, 2012 to 2014
• Vice President, The Catlin Gabel School Alumni Board, 2012 to 2014
• Board Member, Levé, 2008 to 2012

Bachelor of Arts in Environmental Studies, Vassar College, 2003