
As a Senior Client Service Associate at Seventy2 Capital, Courtney plays a fundamental role in daily operations for her advisors. She provides a broad array of assistance to clients, varying from daily communications to completing administrative requests. She is committed to ensuring a seamless experience for each client she encounters.
Courtney brings over a decade of customer service to Seventy2 Capital, with half of her time being spent directly in the finance industry. Courtney holds a bachelor’s degree in Psychology and a master’s degree in Business Administration. Her educational background, combined with her professional experience, provides a unique blend of interpersonal insight and business expertise that helps her effectively support clients operationally as they navigate their financial journeys.
Outside of work, Courtney and her husband Jason share four energetic children together, ranging in age from six to sixteen. Completing their family dynamic are their two entertaining dogs, Brutus & Harley. Courtney and Jason cherish time spent together watching their children play sports, achieve their goals, and pursue their passions. If they manage to find any downtime, they enjoy spending it together exploring new places, attending concerts, or finding new car shows to visit.
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