Courtney joined The Palm Financial Group in 2021. Courtney is FINRA-registered, with earning her Series 7 and 66 security licenses. She graduated from University of Wisconsin-Platteville with a major in Business Administration and an emphasis in Finance.
Courtney provides exceptional client service and operational support for the team. She also helps with client financial planning and implementing & maintaining client investment portfolio strategies.
Courtney resides in Mazomanie with her husband Topher. In her free time, she enjoys hunting, snowmobiling, reading, hiking, and spending time with family and friends.