Courtney plays a pivotal role in Affiniti Wealth’s commitment to delivering an exceptional client experience. As a process specialist, she ensures that every stage of the client experience is seamless—from onboarding and ongoing service to behind-the-scenes operations that keep everything running efficiently.

Known for her warm professionalism and proactive approach, Courtney provides end- to-end support that allows clients to feel confident and cared for every step of the way. She works closely with advisors and business associates to ensure every interaction reflects the firm’s high standards.

Courtney is currently working toward completing her Life License, further expanding her capabilities and commitment to professional growth within the financial services industry.