Courtney comes to RetireOne with a diverse background in operations, finance and accounting. Courtney past experience in assisting advisors at Hilliard Lyons as an IRA Professional gave her valuable experience with qualified accounts and annuities. Courtney assists with office operations and provides great assistance to servicing our clients, advisors and relationship managers.
Courtney attended Indiana University Southeast where she graduated with a BS in Finance. She is currently working towards obtaining her life insurance license, as well as her FINRA securities licenses.
Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.