Courtney joined RGB Financial in 2013. She is our client service specialist and enhances the client experience by providing exceptional client service, supporting all branch functions, assisting in safeguarding client assets, and serving as administrative and operational support to our Financial Advisors.
Courtney is very detail oriented and handles all complex client and prospect operations. She is our in-house annuity implementation coordinator and our Required Minimum Distribution (RMD) coordinator. In addition, she also leads our client event planning team coordinating the logistics of all client webinars, seminars, and events.
Prior to joining RGB, she graduated from the University of Hartford with a Bachelor of Science degree in Finance and Economics in 2013.
She currently resides in Bristol with her husband Bryan and son Aiden. She enjoys traveling, skiing, and spending time with her family.