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.
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 Farmington with her two sons, Aiden & Leo. She enjoys traveling, skiing, and spending time with her family.