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In 2020, Courtney joined AEGIS Financial as the Client Experience Concierge. She performs a varying multitude of client services and provides internal office support. She is the initial point of contact for clients or professional partners of AEGIS Financial.
Courtney graduated from the University of Wisconsin Stevens Point in Spring 2020 with two bachelor’s degrees in Arts Management and Communications with an emphasis in Media Studies. She has interned at Woodlands Church in Stevens Point and at Milwaukee Repertory theater.
Courtney loves to spend quality time with family and friends. As time allows, she enjoys reading, writing, going to plays or musicals, water skiing, spending time in the outdoors, and meeting new people.
Back to Our TeamWe regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
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