Courtney joined Steward Guide Wealth Partners in 2024, bringing nearly a decade of banking experience and four years with LPL Financial. Her background in client account servicing, operational support, and compliance ensures that day-to-day processes run smoothly and efficiently—both in-office and within the LPL system.
She plays a key role in a wide range of tasks, from opening new accounts to managing project-based initiatives and maintaining our internal records. Courtney’s strong attention to detail and exceptional organizational skills make her an integral part of our team.
Courtney lives in Maple Park with her husband, Eric, and their four children. Much of their family life revolves around travel sports, spending weekends at softball fields and basketball courts.