Courtney holds a Bachelor of Science in Finance and is Life & Health licensed. Her background in asset management, tax strategy, and technology integration enables her to deliver thoughtful, high-quality support across both client-facing and operational areas, ensuring clients and advisors feel informed, supported, and understood.

 

Courtney’s expertise spans the full lifecycle of client engagement—from initial client meetings and new account onboarding to ongoing account maintenance, portfolio servicing, and operational oversight. She is deeply involved in supporting advisors and ensuring that every investment account is opened, maintained, and serviced accurately and efficiently.

 

At Peters Financial, Courtney played a key role in helping Dave establish the firm’s Registered Investment Adviser (RIA) and has been instrumental in building the operational foundation that supports the firm today. She led major initiatives such as transitioning investment management in-house, integrating multiple fintech and custodial platforms, improving reporting processes, and building scalable systems that streamline workflows across the organization.

 

Originally from the Chicagoland area, Courtney moved to Tennessee four years ago with her husband and two children. Outside of work, she stays busy supporting her kids’ sports schedules and serving as Secretary for the Greeneville School District. She also enjoys traveling—especially cruising—and spending time with her three dogs: two labs and a Great Pyrenees.