My two passions are people and numbers. I strive to develop long-term relationships by paying attention to people’s needs and reflecting on how I can best serve them.
Courtney entered the financial services industry in 2018 after graduating from The Ohio State University with a degree in mathematics. Her career started at a large insurance company, working alongside sales and various broker/dealers to generate new business and managed accounts dealing with Corporate/Bank Owned Life Insurance. She moved within the company into the actuarial field and worked as a Support Analyst in the Property and Casualty sector. As an advocate of lifelong learning, Courtney went back to school in 2021 to pursue her MBA in Finance.
Although Courtney thoroughly enjoyed her time there, she craved a career that would challenge her professionally while maintaining a strong focus on personal connections. As a Wealth Analyst for Schneider Downs Wealth Management, Courtney works diligently with her team to ensure every client receives dedicated and personalized support while bringing her knowledge of investment management and financial planning.
Courtney lives in Columbus with her loveable golden retriever puppy, Gryffin. In her free time, she enjoys getting outside, whether biking or kayaking and loves to check out new restaurants around town!
B.S. in Mathematics, The Ohio State University
M.B.A. in Finance, Mount Vernon Nazarene University
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Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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