Courtney joined Homrich Berg in July 2023. She works with the client service teams within the HB Family Office practice. She assists with money movement, account paperwork, and meeting preparations.
Prior to working at HB, Courtney was a Client Service Associate at Haber Investment Counsel, which was acquired by New Republic Partners, servicing HNW families and their custodial needs. She was also a former Client Service Associate at RFP Financial working with clients and assisting with administrative tasks. She graduated from the University of Georgia in 2020 with a B.S. in Financial Planning.
Courtney currently lives in West Midtown with her boyfriend and two cats. She enjoys reading, spending time with friends, and walking the beltline.