Background and experience
Courtney joined the Minneapolis Wealth Management Group in August of 2018. She has been a Client Associate with Wells Fargo Advisors since June of 2017. She graduated in 2015 from Minnesota State University- Mankato with a degree in
With a strong commitment to customer service, Courtney focuses on performing daily operations and fulfilling client service requests to ensure all their financial needs are met. This includes opening accounts, processing documentation,
transferring assets and preparing for client meetings. She also supports the financial advisors by assisting with various tasks and projects.
Away from the office
Courtney grew up in Saint Louis Park and now resides in Saint Paul. She enjoys spending time with her family at their lake house on Lake Okoboji in Iowa. Having two younger brothers who played hockey, Courtney has learned to love the
game and always keeps an eye on the Minnesota Wild. She also enjoys hiking, cooking and visiting local breweries.