Courtney is the Team Operations Coordinator to Ben and Josh. Her focus on the team is client support and customer service. Courtney graduated from the University of New Haven with a bachelor’s degree in Business Management and a Minor in Accounting. Courtney’s focus on the team is to provide exceptional client support and service. She is currently a resident of Ledyard, CT and enjoys spending her free time with family and friends.
As your representatives, we bring a holistic approach to your individual situation to help you plan for the lives you have always wanted. While the financial world can at times be tough to navigate we can help provide the clarity to help you make the right financial decisions in all situations.
We sincerely value our clients and the relationships we build together. Our goal is to deliver a different and more positive experience to our clients than what they may be used to. In doing so, our hope is that through all life’s challenges; our relationship will last a lifetime.
For those who truly need and want a guide on their financial path, our team will be on your side.