While attending Texas Tech University, Courtney learned about the Personal Financial Planning program. The program allowed her to combine her business knowledge with her passion for helping others. After completing her Bachelor’s in Accounting, she went on to earn a Master’s in Personal Financial Planning and a certificate in Charitable Planning, before moving back to her hometown, Houston.
Courtney started with Intrua in 2012 as a Client Service Associate and is now the Director of Financial Planning and a Wealth Advisor. As a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Estate and Trust Specialist™, she is dedicated to helping others navigate their financial journey. Her true passion lies with creating financial plans that not only benefit current clients but extend a legacy to their children and future generations.
Courtney and her husband, Greg, spend most of their time with their two children, Charlie and George. As a native Houstonian, they are avid Houston Astros fans and have a goal to watch the Astros play in every MLB stadium. She is also a volunteer for the Houston Livestock and Rodeo and a member of the Junior League of Houston. Living in Houston provides her with the incredible joy of spending quality time with extended family, giving back to her community, and raising her children where she grew up.