Client Advisory

Biography

Courtney is Senior Associate in the Denver office, where she manages various initiatives for the office leaders, including business development and operations, process management, and client interactions. She also oversees general office matters. Courtney’s organizational skills, positive attitude, and ability to understand a multitude of firm objectives provide invaluable help to the entire wealth management team.

Prior to joining Cerity Partners, Courtney served as Director of Operations with Janiczek Wealth Management. In this role, she provided administrative leadership and supervision of the administrative support functions, managing accounts receivable, accounts payable, and payroll.

Courtney was raised in Colorado and enjoys spending time with her husband and three daughters.

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