Courtney was born in Philadelphia and raised in Delaware County and South Jersey. He credits his mother for his interest in finance. From early childhood, she instilled an appreciation for how money moves the world and the importance of managing it correctly. She would often teach lessons on the importance of saving which ultimately led him to pursue a career in finance.
After graduating Bloomsburg University in 2012 with a Bachelor of Science in Finance, Courtney began his career working as an Associate Paraplanner for a small boutique wealth management firm. It was in his first role out of college where he discovered his passion to help clients reach their financial goals. Throughout his career, Courtney would continue to develop his passion and increase his financial planning knowledge. He currently holds the FINRA Series 7 and 66 registrations. In the near future, he looks to pursue highly accredited designations in the financial planning industry.
Courtney understands that a strong client relationship is built upon transparency and collaboration. His goal is to be a resource to his team and clients, dedicated to ensuring top notch service and support. He looks forward to building long lasting client relationships as part of Precision Wealth Partners.
Outside of work you can find Courtney doing a little bit of everything. You’ll find that he loves sports, enjoys visiting museums, going for a nice scenic drives and walks, watching rom-coms, and most importantly spending time with family.