3737 Buffalo Speedway,
At Intrua Financial, we treat you like family while providing you with advice that assists you in working towards financial confidence. The Intrua Financial team is comprised of specialists in business, estate and tax planning strategies, resourcing you with effective approaches to build your life.
Our leadership team helps to ensure our advisors are equipped with cutting-edge technology, tools and information so they can focus on what they do best: advising our clients
Courtney Garner, CFP®
Director of Financial Planning
Director of Client Service
Director of Advisor Success
Director of Investments
Our financial planning team of CFP® professionals have met extensive training and experience requirements. Taking a holistic, personalized approach to bring all the pieces of your financial picture together. Acting in your best interests first, so they can provide you confidence today and an independent tomorrow.
Finding the right advisor is important. But we want to be perfectly clear, when you align with Intrua, you gain the strength of our entire organization
Client Service Associate