Courtney entered the financial services industry in 2018 after graduating from The Ohio State University with a degree in mathematics. Before becoming an Associate Advisor at Schneider Downs Wealth Management, she worked amongst sales and various broker/dealers to generate new business and managed accounts dealing with Corporate/Bank Owned Life Insurance at Nationwide. From there, she moved into the actuarial field and worked as a support analyst for pricing actuaries in Property and Casualty. She was able to make many life-long friends and learned a lot in the early stages of her career there.
Although Courtney thoroughly enjoyed working for Nationwide, she craved a career that challenges her professionally and focuses on personal connections. This brought her to wealth management at SDWMA. As an Associate Investment Advisor, Courtney is eager to be an asset to the SDWMA client base through client service, investment management, and financial planning.
Courtney lives with her boyfriend, Dan, in Old Town East, a neighborhood of Columbus. She enjoys traveling, kayaking, trying new restaurants, and biking (to get ice cream, of course).
B.S. in Mathematics, The Ohio State University
Master of Business Administration (graduating in April 2023), Mount Vernon Nazarene University