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Client Service Manager
Courtney joined Wealth Partners Alliance in 2019, from Wells Fargo Advisors, where she had worked as a Senior Client Associate for four years. She began her career in financial services in 2006, and worked at several wealth management firms.
Courtney earned a Bachelor’s in Communication Studies at the University of Texas at Austin and a Business Foundations certificate from the McCombs School of Business. She also earned Certified Financial Planning certificate from Southern Methodist University.
In her spare time, she volunteers at her children’s school.
Courtney’s favorite thing to enjoy in Dallas