Courtney joined Bluestone Wealth Partners in April 2018. In this role, Courtney works closely with Ric & Adam to create customized and comprehensive personal investment, retirement & estate planning solutions. When it comes to a client’s personal finances, Courtney’s goal is to ensure each client feels confident and empowered.
Courtney started her Financial Services career in 2006 with BlackRock. Most recently, Courtney served as a Regional Investment Management Consultant where she partnered with Independent Financial Advisors & their clients to educate on investment solutions, portfolio construction, risk management. From 2011-2015, Courtney piloted a role as BlackRock’s National 529 Specialist partnering closely with the Ohio Tuition Trust Authority and helping families navigate the complex world of college saving. Prior to that, Courtney was an Internal Wholesaler working from BlackRock’s offices in Princeton, NJ.
Courtney has her BA in Communication from Villanova University.
Courtney and her husband, Jason, reside at Pinnacle Golf Course in Grove City. In her free time, you’ll find Courtney with her friends and family, cheering on her beloved Philadelphia sports teams or traveling. Her favorite cities around the world include Sydney, Cape Town and Paris. Most of all, however, she enjoys exploring Columbus with her golden retriever, Boone.