Courtney joined Active Financial Solutions in 2011. Her responsibilities include assisting clients with their service needs, general office operations and coordinating marketing efforts for the company.
Courtney graduated from the University of Northern Colorado with a B.S. in Business Administration-Finance. She holds a Certificate in Financial Planning from the University of Georgia. Prior to joining Active Financial Solutions, Courtney worked in quality assurance and account management at a Fortune 500 company. She says that personal financial planning has always been a passion.
Becoming part of the Active Financial Solutions team was a bit of kismet for Courtney. Having just welcomed her second child, she was not necessarily looking to return to work quite yet. But after a chance meeting with Dean and learning about his company, Courtney realized it was just the right fit for her and her growing family.
Courtney and her husband, along with their two children, reside in Fort Collins, CO. They enjoy skiing, hiking, fishing, mountain climbing and being outdoors.